---
schema_version: "1"
id: 9f4f2b90e8ba62a3f7368d3fb39e4be8b523edb454c3931ff4594f42190ba8c5
title: Configure Faceting on Related Salesforce Objects
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_dashboard_sobject_connections.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_sobject_connections.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c73232151de1efc28fc37b9bcbf13c9133a2998986971af2eb9daaf867c18323
description: Surface trends between Salesforce objects with parent-child relationships in a single dashboard. For example, on a dashboard that’s set up to monitor Salesforce account records, you can track related opportunities and cases. To facet queries based on parent-child relationships in the dashboard designer, connect them using common fields between them.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Configure Faceting on Related Salesforce Objects

Surface trends between Salesforce objects with parent-child relationships in a single dashboard. For example, on a dashboard that’s set up to monitor Salesforce account records, you can track related opportunities and cases. To facet queries based on parent-child relationships in the dashboard designer, connect them using common fields between them.

Parent-child faceting between steps built on Salesforce objects is enabled by default on new dashboards.

1. To edit the dashboard containing queries on Salesforce objects with parent-child relationships, click ![Edit button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_icon_edit_widget.png).
2. Click ![Edit button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/analytics_dropdown_icon.png) in the dashboard designer (1) and then select **Connected Data Sources** (2).
    
    ![Dashboard designer dropdownmenu](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_sobjects_faceting.png)
3. In Data Source Connections, on the **Related Salesforce Objects** tab (3), select **Configure Connections Based on Existing Relationships** (4). If you’d like to exclude faceting for a Salesforce object, uncheck the box next to it.
    
    ![Connected Data Sources](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_sobject_connected_data_sources.png)
4. Close the window and save your changes.

In preview mode, click an account to review related opportunities and cases. ![Faceted Salesforce objects](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_faceted_sobjects.png)