+ Start a Discussion
Specialist QueueSpecialist Queue 

No option to upgrade to Master Detail

Hi, 

I'm trying to upgrade a lookup to Lead from a custom object to Master-detail, but the option is not there.
  • This is a custom object
  • There are records already
  • Every record has Lead populated
Thanks 

JUser-added imageUser-added image
VinayVinay (Salesforce Developers) 
Hi,

Check the object limits and you would need the “Customize Application” user permission.  Review below link for more details.

https://help.salesforce.com/articleView?id=relationships_considerations.htm&type=5

Thanks,
Specialist QueueSpecialist Queue
Thanks for the response, there are no other meter detail or roll ups on the object. I have the customise application permission. Any other ideas ?
RituSharmaRituSharma
Check if Allow reparenting check box is checked.
vishal-negandhivishal-negandhi
As per salesforce documentation, looks like you don't have the lookup populated in at least one record. Can you run a report or a SOQL query and re=check once?
Specialist QueueSpecialist Queue
Would a SOQL query show something that a list view wouldn’t?
RituSharmaRituSharma
It depends upon list view filter conditions. Either take out filter conditions or run a backend SOQL without any filter conditions.
Specialist QueueSpecialist Queue
Yes I've removed all filter conditions, it's still showing that all records are populated, but not opt in for master detail.
VinayVinay (Salesforce Developers) 
You cannot create a new Master-Detail relationship on an existing custom object if records already exist.  You must first create a lookup relationship and populate the lookup field with data in all records and then change the relationship type to Master-Detail.

Review below:
https://help.salesforce.com/articleView?id=000325374&type=1&mode=1

Hope this helps...

Thanks,