Data Relationships in Salesforce Spiff

Tip You don't need to establish a relationship for every association between tables. Only establish a relationship for commission logic and data filters.

Each relationship is one-way, so the CustomerAccount field on the Deals table represents a one-way relationship from Deals to Accounts. To create a reciprocal relationship from Accounts to Deals, establish a separate relationship. You can reuse the same fields in both directions.

A relationship can be one-to-one, one-to-many, or many-to-many.

To view established relationships in Spiff, go to the Data tab in Designer and click Data Relationships. The relationship map visualizes your related tables and shows the type of each relationship. In the map, you can rearrange objects and switch between horizontal and vertical views.

• One-to-One and One-to-Many Relationships in Salesforce Spiff
  When you create one-to-one or one-to-many relationships in Salesforce Spiff, you can directly reference the related object's fields in data filters or payout rules.
• Set Up a Data Relationship in Salesforce Spiff
  To set up a relationship between two object data tables in Salesforce Spiff, select a field with a common value for both objects.
• Viewing Related Records from a Datasheet in Salesforce Spiff
  The View Related Records option on a record in a Salesforce Spiff datasheet shows you the record’s relationships to records on other objects. You can also access a related record from the Fields tab under Data.
• Create a Related Field in a Datasheet
  In a Salesforce Spiff datasheet, add a related field that references data from a related object.
• Traverse Multiple One-to-Many Relationships in Salesforce Spiff
  Return data for an object that's separated by multiple layers of a relationship in Salesforce Spiff.