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Questions tagged [relationships]

Use relationships to associate an object with other objects in Salesforce.

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APEX Schema ChildRelationships: why have some relationships their relationshipName = null?

There is some strangeness in the some standard Childrelationships. Most Relationships are as expected, but let us take Account and Quote as an example: On Quote we have a standard lookup field Quote....
Uwe Heim's user avatar
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6 votes
2 answers
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Is possible to relate Data Categories to custom objects records?

I have some data in Knowledge and Answers that I'd love to relate to other data in custom objects? Is it possible to refer data categories from custom objects, besides sort of manually (and ...
Keith Mancuso's user avatar
4 votes
0 answers
1k views

Problems querying on KnowledgeArticle related objects

I'm trying to issue some SOQL which will return a KnowledgeArticle along with it's KnowledgeArticleVersion, ViewStats, and VoteStats. According to the Knowledge data model I should be able to do this ...
Jason Sims's user avatar
3 votes
0 answers
568 views

Using PRIORVALUE function on custom object parent relationship in process builder not working?

Let's say I want to do some action when a Contact is reparented from an Account of a certain Type. I've created a process with this condition: ISCHANGED([Contact].AccountId) && ISPICKVAL(...
NSjonas's user avatar
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3 votes
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Is there a way or workaround to relate Tasks to parent-Tasks or Tasks to Events?

I know this is an old limitation and we've worked around it by creating simply a plain text field holding the parent activity Id together with custom components (visualforce or lightning, both work) ...
Uwe Heim's user avatar
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3 votes
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Can I manage suppliers SLA's by using entitlements?

are there any use cases to demonstrate if it makes sense to manage my suppliers by using entitlements as a way to manage their SLA's, e.g., specifying agreed services, review periods, logging issues ...
Bartley's user avatar
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2 votes
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Return all documents for record on public site

I have a public site where I pass a record id via URL parameter. I show the related list of the files. I can do this when I preview the site from the developer console. But when I do this from the "...
tjcinnamon's user avatar
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2 votes
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Search in related objects fields

Is there a way to make a single SOSL query to search in fields of related objects? For example: "find all tasks related to accounts are named X*".
Tzach's user avatar
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Using a Lookup Relationship in a Formula Field

I want to update a field on the the account object based on a field being updated on the contact object, in this case a date / time field. So far, I have setup a lookup relaionship field on the ...
aa_chase's user avatar
1 vote
0 answers
544 views

OpportunityLineItem does not have a lookup field to PricebookEntry. Am I missing something?

Apologies in advance if this is a stupid question. Based on what I've seen in the documentation and various forum post answers, I believe the following relationships between Salesforce standard ...
justin.k.pierson's user avatar
1 vote
2 answers
478 views

Index SOQL Query has a cost of 7.8

I've got a SOQL query that takes a very long time to run that's part of a larger Apex class. Below is a quick explanation of our org setup, the purpose of the query, and the query itself. Any help to ...
Josh's user avatar
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1 vote
2 answers
170 views

How to structure objects so this subquery works

I have a custom object that looks like this MyObject__c -- Company__c (ref to Account) -- ParentCompany__c (ref to Account) -- CompanyType__c (picklist: Parent/Child) -- (a lot more data and ...
jwatts1980's user avatar
1 vote
1 answer
569 views

Many to Many Relationship on OpportunityLineItem, and similar Junction Objects.

I'm trying to add special characteristics that are not entirely products, so I thought, that the best way would be to make a many-many relationship between the Opportunity Line Products, Quote ...
ekiim's user avatar
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1 vote
0 answers
247 views

Obsolete Report in salesforce due to relationships change from Lookup to Master Details

I changed relationship from Lookup to Master Details. Now reports are obsolete. There is no option to change Master Details to Lookup. Is there any option to get those reports back? Other than ...
Shanker Paudel's user avatar
1 vote
1 answer
46 views

I want to cpy date between parent and child object

I have an object called Opener__c. And I have a second object called Underwriting__c. In Underwriting__c object I have a lookup field Account__c which is a relationship to the Opener__c object. When I'...
Nemanja Petrasinovic's user avatar
1 vote
0 answers
65 views

Related object not auto-filling parent object field

I have a custom object(Warranty Contract) with 2 related lists(Warranty Assets, Maintenance Contract). When I am in the warranty contract, If i click on New Warranty asset on the related list, the ...
denisoleary's user avatar
1 vote
0 answers
479 views

Child to Parent Relationship Null Managed Package

My attempt to query a Child to Parent relationship ('__r') within a managed package is returning null. I've inserted the objects as below: ns__Parent__c parent = new ns__Parent__c(ns__First_Name__c='...
jalamak's user avatar
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1 vote
1 answer
318 views

Is it possible to remove the Foreign Key constraint when building relationships with External Ids?

When creating records and relating them using foreign key is there a way to make this non critical, Take an example from http://bobbuzzard.blogspot.co.uk/2012/03/create-parent-and-child-records-in-one....
andymahood__c's user avatar
1 vote
0 answers
418 views

Insert parent and related child records using one SOAP API call

Is there a way to insert a tree of records, i.e a parent record and related child records using one SOAP API call, similar to the SObject Tree feature in the REST API? Reference: https://developer....
Magnus Sjungare's user avatar
1 vote
1 answer
772 views

How to retrieve data from Junction object for indirectly related object

Below I'm trying to explain how the objects are linked to each other and what needs to fetch from an indirectly related object. I want to update a field on Order object based on the value of a field ...
Superman's user avatar
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1 vote
0 answers
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How to not show Attachments from a certain Task on Account?

I have a Task that i create when quote is send out via email. The quote pdf is added to the task as a attachment. Since the task is related to opportunity and contact (through WhatId and WhoId) the ...
Andree Wille's user avatar
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1 vote
2 answers
1k views

Inserting an object with not writable field

I've this class that I need to test it: public class A800ExpiredClientReportV2 { Public ID quotID {get;set;} Public List<Quotation__c> quotList {set;get;} Public ...
MAZux's user avatar
  • 173
1 vote
1 answer
53 views

Add component validation to avoid 'SObject row was retrieved via SOQL without querying the requested field' for grandchild

I want to create a component that can accept an SObject without requiring it to have all of the fields displayed on the component. However, when trying to access a grandchild, I am not able to render ...
scorozell's user avatar
1 vote
0 answers
38 views

Dynamic Security?

I have a fairly complex app I'm building which currently has 24 custom objects, 20 of which fall into a Master-detail relationship at the moment but I think I'm going to have to change that. The ...
chriscwharris's user avatar
1 vote
1 answer
736 views

Filter for lookup on object in many-to-many relationship

I have two custom objects - A and B, which have many-to-many relationship, presented by a third custom object - A_B_Asoc. A ------> A_B_Asoc <------ B In Opportunity, I have a lookup to A, ...
DGeorgiev's user avatar
1 vote
0 answers
413 views

APEX , sobject based on multiple IDs

There are 4 custom objects (starting with CO_) in the below for loop which are all inter connected and this code is working as expected. prodId is the Salesforce ID of CO_Product__c which is passed as ...
global4g's user avatar
1 vote
2 answers
284 views

Self Relationship Level Limit

Is there a way to limit the number of levels a Self Relationship may go to? I have a self relationship on An Activity List Object which can have a parent Activity List but I don't want to allow ...
Simon Coles's user avatar
1 vote
1 answer
61 views

SOQL: Differing results when adding a relationship field

I'm experiencing something strange with my SOQL results. Our salesforce has a custom sObject named Deals__c and an intermediary object, contact_deals__c which solves the m2m relationship between ...
ZAR's user avatar
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1 vote
1 answer
281 views

Parent account field determine child account field values

I have a custom text area on Accounts called Geographic_Locations__c. In this text area, I list various US cities, each on their own line. What I am looking to do is to have each line of text ...
Optimus's user avatar
  • 331
1 vote
1 answer
38 views

Best way to handle relationships to objects I cannot create look ups for?

I have an object and it needs to have a 1 - many reference to the Data Category used in knowledge base. We have a requirement to be able to configure which data categories show up on a given page. ...
NSjonas's user avatar
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0 votes
1 answer
27 views

SOQL query to get Lead attributes from Account via converted account relation

I'm trying to get the Leads columns from the Account object. This is the type of query I want to run, but it doesn't work: SELECT Account.Name, (SELECT Name FROM Account.Leads) FROM Account If I ...
Matthew Blewitt's user avatar
0 votes
0 answers
31 views

MC Connector - how does it understand the relationship type when synchronizing objects?

I have noticed something weird today, which made me a little confused about how the connector actually works. 2 BUs, 1 Service Cloud Org, multi-org connector installed. There are two different ...
robruf's user avatar
  • 372
0 votes
0 answers
74 views

Operating on summarized values in a matrixed report

Hello fellow Trailblazers I'm in a bit of a pickle here I have two tables referring to buys of gas and gas sales to customers. Each table has the same fields (date, price/liter and quantity in liters) ...
Jorge Martins's user avatar
0 votes
1 answer
152 views

unable to remove Related Contact from Financial Services Cloud Relationship Map Edit

We have a business requirement asking why the related contacts are not removable from the list within the Relationship Map Edit page. In the screen shot the related contacts are greyed out. I'm not ...
Hardy's user avatar
  • 13
0 votes
1 answer
322 views

Sending Adobe agreements on custom object relationship error

I have created a custom send for signature button for a specific Adobe Agreement in Salesforce lightning using the following: {!URLFOR('/apex/echosign_dev1__AgreementTemplateProcess', null, [masterId =...
stelts's user avatar
  • 1
0 votes
1 answer
2k views

How to import parent object field in lightning record form of child custom object?

There is Contact object as parent object and I have created a custom object called Vaccination_Information__c which is a child of Contact object. I want to include the contact name field from Contact ...
Celsy's user avatar
  • 1
0 votes
1 answer
222 views

Use field as relationship connection between objects

I am struggling with a seemingly easy task: I need to connect Account Objects with a custom object created for reviews. One Account can receive multiple reviews and they should be shown in the account ...
Fewture's user avatar
0 votes
1 answer
304 views

SOQL Query for updating related records

I have two Objects: Opportunity and Bid(custom Object). A bid is having a lookup field to opportunity i.e. an opp. can have multiple bids. I need to update the comment field of Bid records, but the ...
Nikhil Singhal's user avatar
0 votes
0 answers
2k views

Record trigger flow not working for case and email message object

I have working to convert the workflows into flow for the below scenario with Case and email message objects. But its does not triggering properly and am not get the result. Am not sure where the ...
ajmal khan's user avatar
0 votes
1 answer
1k views

why do I see controlled by parent sharing setting for contact?

Why do I see controlled by parent sharing settings for contact even though the relationship between account and contact is only lookup. I tried to create a lookup between Account and a custom object ...
prasanth's user avatar
  • 177
0 votes
1 answer
355 views

Junction object allows to create only one related list

I have created a junction object that relates Case (with related list "A") and Account (with related list "B") objects with each other. I want to place both Related Lists on the ...
sfuser001's user avatar
0 votes
2 answers
58 views

Trigger not updating parent field with child field

I have a problem with a trigger. I have this situation: Question is: At each insertion of "Registrazione Visita", the owner's "Da pagare" field will be updated with the costs of ...
Antonio's user avatar
0 votes
0 answers
928 views

How to build a report on objects connected by a text field?

Let's consider an example data model with two objects connected with a relationship as follows: A general request is to make it possible to build any type of report that could list Custom Objects B ...
Przemysław Długoszewski-Tamoń's user avatar
0 votes
1 answer
198 views

How to use maps to get list of grand child records for a parent object

I have a parent object (Account), child object(Contract) and a grand child object(contract exceptions). Contract exceptions has master detail relationship with contract. My requirement is to fetch ...
Sudhir Balijepalli's user avatar
0 votes
0 answers
118 views

Mutation master-detail to lookup on delete/undelete

According to this materials via delete/undelete a junction object the relationship will be changed to the lookup from the master-detail. I am trying to reproduce this but with no success. Someone can ...
Kam Kaliev's user avatar
0 votes
1 answer
285 views

The field of checkbox type isn't available when I try to make a new object

The field of checkbox type isn't available when I try to make a new object.
Mishel Kasianova's user avatar
0 votes
1 answer
49 views

Apex and SOQL Layered Updating

So I'm a little confused on how to do this. I'm trying to make a scheduled apex job to do some cleanup. A) On Account I am looking for Accounts with Type != "Type1" and Type != "Type2&...
Justin's user avatar
  • 13
0 votes
1 answer
211 views

How to share notes between two objects

I have two objects subject and subject requirements. The subject has a master details relationship with the subject requirement. what I would like to do is if I write something in the subject ...
Santosh Rana's user avatar
0 votes
0 answers
418 views

PB formula to compare an ID field to a text field?

I have a Relationship Process Builder that populates a Contact text field based on Status=Current and clears the field if someone changes the Status=Former. So far so good. Now how to get the ...
sna's user avatar
  • 19
0 votes
0 answers
46 views

Hide Site Guest User When Assigning Users

We recently created a two public sites, where we've enabled apex classes. The only purpose of these sites are to update a record field when called. The Apex classes have @RestResource(urlMapping='/<...
Carl-Johan's user avatar