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CMelendezCMelendez 

How do you create parent-child objects like sales order and it's line items?

Hello,

 

i am new to SalesForce and i am trying to create a custom object for example sales order and it's detail line items? i think it requires two objects, but how do i link them and create a data structure like:

 

SalesOrder     Item#

00001           ProductA

00001           ProductB

 

all in the same window.

 

Thanks in advance for any help!

JackTinsleyJackTinsley
You create a master-detail relationship between the two objects then you add the child object as a "related list".
CMelendezCMelendez

Thanks for your reply!

 

So, i would have to create for example: object "Sales Order"(Parent) and object "Item#"(Child), then go under "Sales Order">"Custom Fields & Relationships" and add "Item#" as a "Master-Detail Relationship"? how do i add it as a related list?

 

Thanks Again!
JackTinsleyJackTinsley
Once the relationship exists you add the related list in the layout of the parent object.
NicolasFNicolasF

Can we do a merge into a word document ? Order + Order Line items ?

 

Thx

Nicolas