You need to sign in to do that
Don't have an account?
Michael Salgo
One Custom Object Set Up As Related List for Several Objects
Is it possible to have one custom object set up as a related list for several Salesforce objects (custom or standard)?
For example, if I have a state identifier object which allows a user to set an ID per state attributed to a Salesforce object, I want the user to be able to type in a Contact for example, and add several state IDs naturally and fluidly via related lists.
We figured that related lists are the best for this as opposed to a lookup field which requires you to set up the state and ID first and then apply it to the Salesforce object which is the reverse of how the flow would be expected to work.
Thanks,
-Michael
For example, if I have a state identifier object which allows a user to set an ID per state attributed to a Salesforce object, I want the user to be able to type in a Contact for example, and add several state IDs naturally and fluidly via related lists.
We figured that related lists are the best for this as opposed to a lookup field which requires you to set up the state and ID first and then apply it to the Salesforce object which is the reverse of how the flow would be expected to work.
Thanks,
-Michael
One custom object can be related to a number of Salesforce objects through multiple lookup fields. So you could have lookups to Contact, Account, Opportunity on the state id for example. However, this means that if you deleted the state identifier it would be deleted from all of these records related lists.
All Answers
One custom object can be related to a number of Salesforce objects through multiple lookup fields. So you could have lookups to Contact, Account, Opportunity on the state id for example. However, this means that if you deleted the state identifier it would be deleted from all of these records related lists.
Thanks, Bob!
I had tried Master-Detail Relationship fields at first which has a cap of two Salesforce objects and requires each to be fileld in. This lookup field worked like a charm to provide the "New" button on the desired Salesforce object (Contact, Account, etc.).
Thanks again,
-Michael