We have a custom object that has a master-detail relationship to the Account object. I need to change that field to a regular lookup because the master-detail relationship is impacting how we want to show the custom object in an experience site. Does anyone know of a way to not loose reports that reference an object with a master-detail that is changed to just a lookup? When I've tried making changes like this before, it broke all reports connected to the object that had the field change.
Changing a Master-Detail relationship to a Lookup will break reports that rely on the Master-Detail structure. To minimize impact:
Steps to Prevent Report Loss:
- Identify Affected Reports:
- Use "Where is this used?" on the field to find dependent reports.
- Clone and Export Reports:
- Clone important reports and export key ones to preserve their structure.
- Change the Relationship:
- Modify the field from Master-Detail to Lookup.
- Rebuild Reports:
- Recreate reports using the new Lookup field and update dashboards as needed.
- Roll-Up Summary Alternative:
- Use Salesforce Flow or Apex or use any apexchange products like roll helper to create roll-up-like functionality if needed.