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            Viewing Related Records from a Datasheet in Salesforce Spiff

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            Viewing Related Records from a Datasheet in Salesforce Spiff

            The View Related Records option on a record in a Salesforce Spiff datasheet shows you the record’s relationships to records on other objects. You can also access a related record from the Fields tab under Data.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            Available for an additional cost in: Professional Edition with Web Services API Enabled

            Hovering over a record on a datasheet shows a link icon in the leftmost column. To see the record’s relationships to records on other objects, click this icon and select View Related Records. For example, view the account and user records related to an opportunity.

            View a related account and user records on an opportunity from a datasheet

            Clicking any of these relationship names goes to a new page and creates a sample data filter for all related records.

            Sample data filter for opportunity user related records

            To access a related field from the left panel on the Data tab, hover over the link icon on a field for a tooltip that explains the source table and the relationship.

            Related field in the left panel of the Data tab, showing the relationship details in a tooltip

            Related fields behave like datasheet fields and are available for reports.

            To optimize memory usage, T=trace is turned off for related fields by default.

             
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