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Create a Direct-DMO Related List Enrichment
Add information to a Salesforce object related list from a Data Cloud DMO by using a direct relationship between the DMO and the Salesforce object. The direct relationship doesn't require that you complete identity resolution for the DMO. For example, a Vehicle object in Automotive Cloud can have a related list of Vehicle Telematics Event DMO records from Data Cloud.
Required Editions
| Available in: All Editions supported by Data 360. See Data 360 edition availability. |
| User Permissions Needed | |
|---|---|
| To view enrichments in Object Manager: | View Setup |
| To view a specific enrichment: | You must have access to the data space used in the enrichment. |
| To create or update enrichments: | Customize Application |
| To view the related list: | You have access through the Data Cloud. User permission set to the data space Alternatively, if you enabled enhanced security data spaces, in the user permission set data access level for the data space, make sure to enable the controlled by parent setting. |
| Object Permissions Needed | |
|---|---|
| To view enrichments in Object Manager: | Data Model Objects object Read permission |
| To create or update enrichments: | Data Model Objects object Create, Update, and Delete permissions |
To create a direct-DMO related list enrichment:
- Create a direct relationship between the Salesforce object and the DMO. In the Data Cloud app, click Data Model, and then click your DMO.
- On the DMO detail page, in the Relationships tab, click Edit, and then click New Relationship.
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Select a DMO field that identifies the DMO record, such as an ID, and that's used to
match the DMO record with the Salesforce record.
Note To find out which Salesforce objects are available for enrichment, see "Supported Source and Target Objects for Direct-DMO Related Lists" in Enrichment Considerations. If you have person accounts enabled, you can also add the related list to a person account.
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For cardinality, select N:1.
The 1:1 cardinality isn't supported for the direct-DMO relationship.
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For Related Object, select CRM to relate the object to a
Salesforce object, and then select a field.
The field you select identifies the record, such as an ID, and is used to match the Salesforce record with the DMO record. The fields list is filtered to show only ID and string fields.
- Save your work.
- Add a dynamic related list to the object's record page. See Create Dynamic Related Lists in Lightning App Builder.
- For Related List, select the relationship you created.
- Add any fields to show in the related list, and then save your work.
Create a Permission Set for a Related List Enrichment
Supported Source and Target Objects for Direct-DMO Related List Enrichments
You can create a direct-DMO related list enrichment on these target objects.
- Account
- Case
- Contact
- Contract
- Custom Object
- Fleet
- FinancialAccount
- Lead
- Product
- Opportunity
- Order
- Vehicle
- Work Order
- Work Order Line Item
Targeting Person Accounts
Starting in Winter '26, you can link direct-DMO related list enrichments to Person Account objects. To ensure your relationships are configured correctly and effectively, follow these considerations.
You can use matching fields to link data between a DMO and a record page, like a Person Account. A Person Account combines fields from Account and Contact objects into a single view. So when you choose matching fields for a Person Account, you’ll see a list of available fields from its Account and Contact sources. You can use these fields to match records between your source DMO and the target Person Account object.
This improves flexibility for creating relationships. For example, you can match records based on business-centric Account fields (like AccountNumber) or person-centric Contact fields (like PersonEmail).
Your source DMO must contain a field that logically corresponds to the matching field that you select for the target Person Account object. For example, if you set your matching field to PersonEmail, your DMO must have a field that contains the customer’s email address.
| Matching field | source object | use case |
|---|---|---|
| ContactId | Contact | Recommended when your source DMO is keyed to the Salesforce Contact ID of the individual. |
| AccountId | Account | Recommended when your source DMO is keyed to the Salesforce Account ID of the Person Account record. |
| PersonEmail | Contact | A common and effective choice for matching records based on the customer's email address. |
Let’s say you want to display a list of a customer’s recent support tickets from an external system on their Person Account record page. The support ticket data is in an ExternalTickets DMO, which contains a Customer_Email__c field. Follow these steps to set this up.
1. In Setup, navigate to Data Cloud Enrichments.
2. Click New to create a new enrichment.
3. Select Related List Enrichment and Direct DMO.
4. For the enrichment, set Source DMO to ExternalTickets and Target CRM Object to Contact.
5. For the Matching Fields, set Source DMO Field to Customer_Email__c and Target CRM Object Field to Email (on the Contact object).
6. Save the enrichment.
7. Add the related list to the Account with the Person Account record type. The relationship should have the __pr suffix.
