Relationship

Sample Uses for Relationship

The Relationship object represents Contact-to-Contact relationships. Relationship records are essential for keeping track of who's who, on or off campus, both in the present and in the past.

• Any educational institution—Track students' immediate and extended family relationships, emergency contacts, friendships, and others within their personal networks. Track their school-based relationships, such as those with advisors or counselors, tutors, and coaches. Track instructors' relationships with other instructors, staff members, administrators, community members, and so on.

• K-12—Track whether a Contact is allowed to receive information protected by HIPAA, FERPA, or other privacy laws, regulations, and policies.

Configure Relationship

Set up initial Relationship data for your educational institution and learn about the required steps with each Salesforce update.

• Initial Configuration for Relationship
  Enabling the use of Relationships requires setting up Reciprocal Relationships to manage the two-sided nature of data about Contacts' relationships with each other. The Reciprocal Relationships feature comes preconfigured with default settings, but it's common for institutions to customize them to track different Contacts' roles in Relationships, or to use a different reciprocal method.
• Keep Up with Relationship Updates
  Consider these updates, depending on which version of Education Data Architecture you originally installed.

Keep Up with Relationship Updates

Consider these updates, depending on which version of Education Data Architecture you originally installed.

If Installed Before Version	Configuration Task
1.111	In the existing Husband and Wife reciprocal settings, change Spouse to Partner. Create a Partner reciprocal setting. Specify these values. Name—Partner Female—Wife Male—Husband Neutral—Partner Active—Selected Note These updates are required to avoid Settings Health Check reporting errors for a missing Partner value. For details about editing reciprocal settings, see Configure Relationship Settings.
	Add these picklist values to the Type field, as needed: Guardian, Dependent, Stepfather, Stepmother, Stepparent, Stepdaughter, Stepson, Stepchild, Foster Parent, Foster Daughter, Foster Son, Foster Child.
	Add these picklist values to the Type field, as needed: Parent's Sibling; Niece; Nephew; Sibling's Child. Note This update is required to avoid Settings Health Check reporting errors for not finding these values.

Create a Relationship Record

Capture connections between Contacts by creating Relationship records.

1. From the Contact record that you're creating the Relationship from, click New in the Relationships related list.

2. Enter relevant details, noting these fields in particular. 

   • Contact—Filled in automatically with the name of the Contact whose record you started from.

   • Related Contact—Start typing the name of the person who has a relationship to the Contact, and select it if you see it suggested. If the Contact doesn't exist yet, click New Contact to create their record now.

   • Type—The kind of relationship, as described from the Related Contact's point of view. It can help to think of completing the sentence, <Related Contact> is the <Type> of <Contact>. In this example, Samrita Mukerjee is Rajesh Mukerjee's wife.

     

   • Status—Current or Former.

3. Click Save.

View Contacts' Relationship Records

After a Contact's newly created Relationship record is saved, we can view the Contact's record to see the Related Contact in the Relationships related list. In this example, we see on Rajesh Mukerjee's Contact record his relationship with his wife, identified by Relationship record R-000090.

The Reciprocal Relationship is created automatically when the Relationship record is saved. We can view the Contact record of the Related Contact to see the Relationship represented in the other direction. In this example, we see on Samrita's Contact record, in the Relationships related list, that Rajesh is her husband, identified by a different Relationship record R-000091. 

Note EDA K-12 Architecture Kit doesn't come with a visualization tool for viewing Relationships (such as the Relationships Viewer in our sister product, Nonprofit Success Pack).