Overview
In the Next-Gen Data Set Editor, in Object view, use the Related tab to traverse and build the data set object chain.
The Related Tab
The Related tab displays the Salesforce objects available for inclusion in the data set that are parents or children of the deployment object of the currently-selected data set object.
The tab displays pertinent information for each parent and child relationship for the currently-selected data set object:
The tab lists details of each available parent and child object. The list does not contain objects that meet any of these criteria: Not accessible, Not creatable and not updateable, Not queryable, Deprecated and hidden.
- Checkbox – Controls creation/deletion of data set objects farther along the data set object chain and defines the relationship direction of the data deployment. Prodly automatically checks objects that are required lookups. During deployment, Prodly deploys associated records only in the direction toward the checked objects.
Polymorphic relationships do not have checkboxes because of the potential for multiple parents. So, for example, to deploy Attachment object records, start with a data set object for Account and then include the related Attachment object as a child data set object.
- Relationship icon – Indicates these relationships:
- Purple upward arrow icon – Indicates a parent relationship.
- Orange inward arrow icon – Indicates a child relationship.
- Label – Lists the related object name followed by the related field name.
- Object (API Name) – Lists the related object name, followed by the name to use in API requests in parentheses when the name is hovered over in the list.
- Field (API Name) – Lists the related field name, followed by the name to use in API requests in parentheses when the name is hovered over in the list. The API name also lists the namespace prefix for custom fields.
- Relationship View (gear) icon – A subset of these options is available on each relationship for adjusting destination field values during deployment:
- Enforce Strict Query Filter – When deselected, Prodly deploys records that are required because of related lookups even when the records don’t meet your query filter criteria. When selected, Prodly deploys only the records that meet your query filter criteria. Refer to the related data deployment concept for more information.
- Skip Relationship Processing – When selected, Prodly skip processing farther down the data set object chain (that you previously identified on the Related tab of the Object view) for records associated with this parent object. Refer to the related data deployment concept for more information.
- Deployment Order (Child) – Specifies the order in which to deploy the child relationships. Leave blank to deploy faster and in random order.
- Deployment Order (Parent) – Specifies the order in which to deploy the parent relationships. Leave blank to deploy faster and in random order.
Be aware that skipped records that contain required lookups to other parents will result in Salesforce errors.