Create a Related Field in a Datasheet

In a Salesforce Spiff datasheet, add a related field that references data from a related object.

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions

Available for an additional cost in: Professional Edition with Web Services API Enabled

User Permissions Needed
To add a related field to a datasheet:	A Spiff user role with this permission turned on. Designer Configuration: Manage

User Permissions Needed

To add a related field to a datasheet:

A Spiff user role with this permission turned on.

Designer Configuration: Manage

Create a one-to-one relationship between data tables.
See Set Up a Data Relationship in Salesforce Spiff.
In a datasheet, click the + icon on the blank column to add a field.
Search for the field on the relationship's target object.
1. Enter the field name (1).
2. In the window that opens, under the Fields from Relationship heading (2), select the related field that you want to add (3).
Enter a name for the related field and click Insert.

The datasheet shows a link icon on the added field. To view details about the relationship, hover over the link icon.