Common:Working with Related Objects

Reading the Relationship Grid

The Related Objects section of the Object Relationships page displays Lookup relationships.

In the Cases object, for example, in the Object Relationships the relationship grid contains lines that look something like this:

Relationship Type	Object	Alias	...
Many to One	Accounts

The way to read that line is "Many (Cases) to One (Account)". Or, in general terms:

"Many (of the current object) to One (of the object on this line)"

Learn more: Related Objects

Editing Relationships

To change an object relationship, click the name of the related object in the grid.

Considerations

• For Many to One relationship, only Alias and Update Cascade Rule is available to update
• Relationship Alias is a required field and it should be unique for a given base object
  • Alias cannot be "Users" or "User"
  • A Relationship Alias can only contain alphanumeric characters or the underscore (_) character

Deleting Relationships

Relationships are formed by Lookup fields. To delete a relationship, delete the lookup field that created it.