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Workflow for Creating a Relationship Graph
Creating a Relationship Graph involves creating the data for the relationships that the graph displays and for the graph itself.
To create a Relationship Graph, you must:
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Choose which related objects to include. See Types of Object Relationships.
For many-to-many relationships, you have two options:
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You can use the Vlocity Party Model, which includes relationships between Account, Contact, and Household objects. You can use existing Party Relationship and Party Relationship Type objects or create new ones. See Define Relationships Using the Party Model.
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You can create your own Custom Junction objects, each of which can model a relationship between almost any two related Salesforce objects. For example, you could model relationships between Contact and Asset objects, or between Account and Order objects. See Custom Junction Object Field Mapping.
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Create the Relationship Graph and the template of its object and
relationship types. See Workflow for Creating a Relationship Graph Template.
The Relationship Graph Admin Template tool guides you through this process.
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Map Party Relationship or Custom Junction object fields to Relationship
Graph Traversal object fields. See Relationship Graph Traversal Object Fields and Mappings.
For Party Relationship objects, many of these fields are mapped for you. For Custom Junction objects, you might need to do more mapping. In either case, only a few mappings are required.
- Types of Object Relationships
You can include almost any Salesforce object types in a Relationship Graph as long as they are related. Choosing which object types to include and which fields to use to match them before you start building your Relationship graph is a best practice. - Define Relationships Using the Party Model
You can use the Party Model to define many-to-many relationships among Contact, Account, and Household objects. - Custom Junction Object Field Mapping
A Custom Junction object is a customer-specific custom object that defines a many-to-many relationship between two other objects. To use a Custom Junction object in a Relationship Graph, you must map its fields to the fields of a Relationship Graph Traversal object. You can include any additional fields that you need. - Workflow for Creating a Relationship Graph Template
Creating a relationship graph involves creating the graph metadata, nodes, and traversals. A node represents an object. A traversal represents a relationship between objects. - 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. - Relationship Graph Traversal Object Fields and Mappings
When you create a Relationship Graph traversal, you must map a few required traversal fields to relationship fields. For Party Relationship and Custom Junction objects, many more traversal field mappings are optional.
