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            Create a Related Field in a Datasheet

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            Create a Related Field in a Datasheet

            In a Salesforce Spiff datasheet, add a related field that references data from a related object.

            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
            User Permissions Needed
            To add a related field to a datasheet:

            A Spiff user role with this permission turned on.

            Designer Configuration: Manage
            1. Create a one-to-one relationship between data tables.
            2. In a datasheet, click the + icon on the blank column to add a field.
            3. Search for the field on the relationship's target object.
              Add a related field to a datasheet.
              1. Enter the field name (1).
              2. In the window that opens, under the Fields from Relationship heading (2), select the related field that you want to add (3).
            4. Enter a name for the related field and click Insert.

            The datasheet shows a link icon on the added field. To view details about the relationship, hover over the link icon.

            Related field in the datasheet, showing the relationship details in a tooltip
             
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