Insurance Project; Customer details are in Contact Object and Insurance details are in " Insurance__c". Create Master Detail Relationship in such a way that customer may have more thah one policy.
Is it somethig you are lookoing for many to many relationships ?? If yes then you can check junction Object:
You can use master-detail relationships to model many-to-many relationships between any two objects. A many-to-many relationship allows each record of one object to be linked to multiple records from another object and vice versa. For example, you create a custom object called Bug that relates to the standard case object such that a bug could be related to multiple cases and a case could also be related to multiple bugs. When modeling a many-to-many relationship, you use a junction object to connect the two objects you want to relate to each other.
What if in (insurance custom object) i created a master detail relationship field with contact object then in related list of contact object it will show , then i can create a insurance record as well , & suppose i have given the picklist values for insurance custom object {Like :->Insurance companies} user can choose more then two insurance , & save a record so this could also be an approach ?
You can use master-detail relationships to model many-to-many relationships between any two objects. A many-to-many relationship allows each record of one object to be linked to multiple records from another object and vice versa. For example, you create a custom object called Bug that relates to the standard case object such that a bug could be related to multiple cases and a case could also be related to multiple bugs. When modeling a many-to-many relationship, you use a junction object to connect the two objects you want to relate to each other.
Check this doc:
https://help.salesforce.com/s/articleView?id=sf.relationships_manytomany.htm&type=5
Thanks!
then i can create a insurance record as well , & suppose i have given the picklist values for insurance custom object {Like :->Insurance companies} user can choose more then two insurance , & save a record
so this could also be an approach ?