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Object Relationship Actions

In the Data Set Editor, in Tabs view, use the Parent Relationships and Child Relationships tabs to traverse and build the data set element chain.

The Parent Relationships Tab 

The Parent Relationships tab displays the Salesforce objects available for inclusion in the data set that are parents of the deployment object of the currently-selected data set element.

The tab displays pertinent information for each parent relationship for the currently-selected data set element:

The tab lists details of each available parent object. The list does not contain objects that meet any of these criteria:Not accessibleNot creatable and not updateableNot queryableDeprecated and hidden

  • Checkbox – Controls creation/deletion of data set elements farther along the data set element chain and defines the relationship direction of the data deployment. Release automatically checks objects that are required lookups. During deployment, Release deploys associated records only in the direction toward the checked objects. Tell Me More

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 element for Account and then include the related Attachment object as a child data set element.

  • Relationship icon – When present, indicates these special relationships:
    • Green icon – Indicates a master-detail relationship.
    • Red icon – Indicates a required lookup relationship.
  • Order – Specifies the order in which to deploy the relationships. Leave blank to deploy faster and in random order.
  • Label – Lists the object name. When blue, the label links to the data set element associated with the object. Use these links to traverse the data set element chain.
  • API Name – Lists the object name to use from the API.
  • Parent Object (API Name) – Lists the parent object name, followed by the name to use in API requests in parentheses.
  • Destination Relationship – Appears only when the data set has transformations enabled. Lists the relationship Release deploys to in the destination deployment object in the destination org.
  • Destination Parent Object (API Name) – Appears only when the data set has transformations enabled. Lists the parent object and API name of the relationship Release deploys to in the destination deployment object in the destination org.
  • Properties – A subset of these options is available on each relationship for adjusting destination field values during deployment:
    • Enforce Strict Query Filter – When deselected, Release deploys records that are required because of related lookups even when the records don’t meet your query filter criteria. When selected, Release 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, Release skip processing farther down the data set element chain (that you previously identified on the Parent Relationships and Child Relationships tabs of the data set editor) for records associated with this parent object. Refer to the related data deployment concept for more information.

Be aware that skipped records that contain required lookups to other parents will result in Salesforce errors.

  • Properties indicators – Small icons appear next to the Properties (gear) icon indicating the properties you have selected. Hover over the indicators to reveal the names of the selected properties.

The Child Relationships Tab 

The Child Relationships tab displays the Salesforce objects available for inclusion in the data set that are children of the deployment object of the currently-selected data set element.

The tab displays pertinent information for each child relationship for the currently-selected data set element:

  • Checkbox – Controls creation/deletion of data set elements farther along the data set element chain and defines the relationship direction of the data deployment. During deployment, Release deploys associated records only in the direction toward the checked objects. Tell Me More
  • Order – Specifies the order in which to deploy the relationships. Leave blank to deploy in random order.
  • Label – Lists the object name. When blue, the label links to the data set element associated with the object. Use these links to traverse the data set element chain.
  • API Name – Lists the name to use from the API.
  • Relationship ID Field – Lists the name of the field that relates the two objects to each other.
  • DESTINATION RELATIONSHIP – Appears only when the data set has transformations enabled. Lists the destination object and the relationship field of the destination deployment object Release deploys to in the destination org.
  • DESTINATION API NAME – Appears only when the data set has transformations enabled. Lists the API name of the destination deployment object Release deploys to in the destination org.
  • Namespace – Lists the namespace prefix for custom fields.