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            Traverse Multiple One-to-Many Relationships in Salesforce Spiff

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            Traverse Multiple One-to-Many Relationships in Salesforce Spiff

            Return data for an object that's separated by multiple layers of a relationship in Salesforce Spiff.

            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 create a data relationship:

            A Spiff user role with this permission turned on.

            Designer Configuration: Manage

            For example, maybe you want to sum all opportunity products per account, which requires traversing an one-to-many relationship from account to opportunities and a one-to-many relationship from opportunity to opportunity products. We recommend that you start in the middle.

            1. Create a one-to-many relationship, OpportunityToProducts, from opportunity to opportunity products.
            2. On the opportunity object, create a datasheet calculation that sums all related opportunity product amounts per opportunity. 
              OpportunityProductTotal = sum(OpportunityToProducts, ProductPrice)
            3. Create a one-to-many relationship, AccountToOpportunities, from account to opportunities.
            4. On the account object, create a datasheet calculation that sums all related OpportunityProductTotal amounts. 
              AccountTotal = sum(AccountToOpportunities, OpportunityProductTotal)

            You can apply this same approach for any data type or field.

             
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