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Insert parent & child records in apex

As a salesforce developer, it’s common to set up records across multiple objects to meet business needs. For example, when onboarding a new customer, you would typically create both an Account and a Contact.

In Salesforce, you can establish a parent-child relationship using either a master-detail or lookup relationship.

To set up these relationships correctly:

  • Insert  the parent record first.
  • Create a new instance of the child record and assign the parent record id to the master-detail or lookup field.
  • Insert the child record.

Parent & Childs

Add a new child records to a parent

Following is an example of how to create an Account (parent) and a Contact (child) using a lookup relationship in Salesforce.

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In the above example:

  • The variable accRecord is used to create an instance of account object.
  • The DML insert statement is used to add the account record. Once the operation is successful, salesforce generates a unique record id for the account.
  • The variable contactRec creates an instance of the contact object, and the AccountId lookup field is populated with account's record id.
  • Once the DML operation is completed, the contact will display as the child of the account record.

Try It Yourself

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