A junction object in Salesforce is a custom object that is used to create a many-to-many relationship between two objects. This is achieved by using two master-detail relationships from the junction object to the two related objects.
Ensure that you have two objects that you want to relate to each other. These can be either standard or custom objects.
- Go to Setup: Click the gear icon in the upper right and select "Setup".
- Navigate to Object Manager: In the Setup menu, type "Object Manager" in the Quick Find box and select it.
- Create a New Custom Object:
- Click on "Create" and select "Custom Object".
- Fill in the label and plural label for the junction object. For example, if you're relating "Projects" and "Employees", you might name it "Project Assignment".
- Optionally, set the Record Name, Data Type, and other properties.
- Click "Save".
- Add the First Master-Detail Relationship:
- In the junction object (e.g., "Project Assignment"), go to the "Fields & Relationships" section.
- Click "New" and select "Master-Detail Relationship".
- Choose the first related object (e.g., "Projects").
- Follow the prompts to complete the setup and save.
- Add the Second Master-Detail Relationship:
- Still, in the junction object, go back to "Fields & Relationships".
- Click "New" again and select "Master-Detail Relationship".
- Choose the second related object (e.g., "Employees").
- Follow the prompts to complete the setup and save.
- Modify the Page Layouts for the Related Objects:
- In the Object Manager, go to each of the two related objects (e.g., "Projects" and "Employees").
- Select "Page Layouts".
- Edit the relevant page layout and add the junction object-related list (e.g., "Project Assignments").
- Save the changes.
- Modify the Page Layout for the Junction Object:
- In the junction object, go to "Page Layouts".
- Edit the layout to ensure it includes relevant fields and related lists.
- Save the changes.
- Test the Relationships:
- Create records in each of the two related objects (e.g., create a Project and an Employee).
- In the related list for the junction object, add a new record and verify that you can relate the two objects through the junction object.
Refer to learn more Junction Objects in Salesforce