Return data for an object that's separated by multiple layers of a relationship in Salesforce Spiff.
Required Editions
| 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 create a data relationship: |
A Spiff user role with this permission turned on. Designer Configuration: Manage |
For example, maybe you want to sum all opportunity products per account, which requires traversing an one-to-many relationship from account to opportunities and a one-to-many relationship from opportunity to opportunity products. We recommend that you start in the middle.
- Create a one-to-many relationship, OpportunityToProducts, from opportunity to opportunity products.
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On the opportunity object, create a datasheet calculation that sums all related opportunity product amounts per opportunity.
OpportunityProductTotal = sum(OpportunityToProducts, ProductPrice) - Create a one-to-many relationship, AccountToOpportunities, from account to opportunities.
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On the account object, create a datasheet calculation that sums all related OpportunityProductTotal amounts.
AccountTotal = sum(AccountToOpportunities, OpportunityProductTotal)
You can apply this same approach for any data type or field.