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Include Related Object Fields in a Relationship Graph
Although a Relationship Graph node retrieves from a single object type, and a traversal from two objects types, you can select specific fields in other related objects. For example, in a Contact node, you can retrieve the Name of the Account associated with the Contact.
Before You Begin
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Create a Custom Object Tab for Relationship Graph Node Types or Relationship Graph Traversals if it doesn't already exist.
To select related object fields in a node, you must manually edit the Field List in the Relationship Graph Node Type record. To select related object fields in a traversal, you must manually edit the field values in the Relationship Graph Traversal record.
For more information about relationship names and other relevant topics, see Relationship Queries in the Salesforce help. Relationship Graph Node Types support only child-to-parent relationship queries up to five levels.
- Open the App Launcher and then select Relationship Graph Node Types or Relationship Graph Traversals.
- Click the name of the Relationship Graph Node Type or Relationship Graph Traversal to which you want to add one or more related object fields.
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In a Relationship Graph Node Type, click the pencil (Edit) icon for the
Field List. In a Relationship Graph Traversal, click
the pencil (Edit) icon for the field with the value you want to change.
Field names in the Field List are comma-separated and quoted. For example, a Field List for a Contact node might look like this:
["Id","Name","Birthdate"] -
Add the related object fields using relationship notation.
For example, you can retrieve the Name of the Account associated with a Contact in the Field List:
["Id","Name","Birthdate","Account.Name"]For custom fields, the relationship name matches the name of the field that references the parent object, except that the relationship name ends with
__rinstead of__c, for exampleAccount.vlocity_ins__PrimaryContactId__r.Name. - Click Save.
