---
schema_version: "1"
id: ad4788260832cd2c371b216e5d45119410a03f11660ddf63e4994eaeae0444f6
title: Set Up a Data Relationship in Salesforce Spiff
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_relationship_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_relationship_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3d3ae805ec7a8a0cb3a550a09b09912248d074883780ea41093630854379bc14
description: To set up a relationship between two object data tables in Salesforce Spiff, select a field with a common value for both objects.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Professional</strong> Edition with Web Services API Enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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        <thead class="slds-text-title_caps ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d56465e77">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d56465e77 ">To create a data relationship:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d56465e77 ">
              <p>A Spiff <a href="https://help.salesforce.com/s/articleView?id=sales.spiff_users_roles_and_permissions.htm&amp;release=264.0.0&amp;type=5" title="Give users the appropriate level of access so they can be successful in Salesforce Spiff, and enforce the principle of least privilege. Assign a default role to each user, or create custom roles with access to specific Spiff functionality.">user role</a> with this permission turned on.</p>
              <p style="margin-bottom:0;">Designer Configuration: Manage</p>
            </td>

          </tr>
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      </table>

1. From the Data tab in Designer, click **Data Relationships**.
2. Click **New Relationship**.
    
    If you haven't specified any relationships yet, the button is **Create Relationship**.
    
    ![New Relationship option in Designer](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/spiff/spiff_relationship_new.png)
3. Add details for the relationship. <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
          <tbody><tr class="">
            <th style="vertical-align:top;" headers="d56465e150-option" id="d56465e154">Name (1)</th>

            <td style="vertical-align:top;" headers="d56465e150-desc d56465e154">A name for the relationship. Follow the pattern <var>SourceObject</var>To<var>TargetObject</var>. The name gives the direction of the relationship and specifies what tables you’re connecting. For example, if you're creating a relationship from Deal to Account, use <kbd>DealToAccount</kbd>. Use singular or plural names based on the one-to-one, one-to-many, or many-to-many type of the relationship. For example, DealToAccount is a one-to-one relationship, but AccountToDeals is a one-to-many relationship because one account can have multiple deals.</td>

          </tr>
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            <th style="vertical-align:top;" headers="d56465e150-option" id="d56465e172">Source connector (2), object (3), and field (4)</th>

            <td style="vertical-align:top;" headers="d56465e150-desc d56465e172">The source of the relationship. For example, if you ant to use the CustomerAccount field on imported Deal data for the relationship, select the <strong class="uicontrol">Data Imports</strong> connector, select the <strong class="uicontrol">Deal</strong> object, and select the <strong class="uicontrol">CustomerAccount</strong> field.</td>

          </tr>
          <tr class="">
            <th style="vertical-align:top;" headers="d56465e150-option" id="d56465e190">Type (5)</th>

            <td style="vertical-align:top;" headers="d56465e150-desc d56465e190">The type of relationship from the source object to the target object.
              <ul>
                <li>For one-to-one, select <strong class="uicontrol">Has One</strong>.</li>

                <li>For one-to-many, select <strong class="uicontrol">Has Many</strong>.</li>

              </ul>

              <p>For example, because DealToAccount is a one-to-one relationship, select <strong class="uicontrol">Has One</strong>.</p>
            </td>

          </tr>
          <tr class="">
            <th style="vertical-align:top;" headers="d56465e150-option" id="d56465e220">Target connector, object, and field (6)</th>

            <td style="vertical-align:top;" headers="d56465e150-desc d56465e220">The target of the relationship. For example, if DealToAccount relates to the external_id field of imported Account data, select the <strong class="uicontrol">Data Imports</strong> connector, select the <strong class="uicontrol">Account</strong> object, and select the <strong class="uicontrol">Id</strong> field.</td>

          </tr>
        </tbody></table>
4. Save your changes.