--- schema_version: "1" id: ec2694edf807a6bbf2b0899342f5cc08b8a8836bde50973e28813bae0ae5a5d4 title: Relationship collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/eda_relationship.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.eda_relationship.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: feaa6adc2c5bee7ff8432a69159a0a24d9de953aa57432166e71226cae82dab4 description: Relationship represents a connection between two Contacts. products: - Education release: "264" --- # Relationship Relationship represents a connection between two Contacts. - **[Sample Uses for Relationship](https://help.salesforce.com/s/articleView?id=sfdo.eda_relationship.htm&release=264.0.0&type=5)** The Relationship object represents Contact-to-Contact relationships. Relationship records are essential for keeping track of who's who, on or off campus, both in the present and in the past. - **[Configure Relationship](https://help.salesforce.com/s/articleView?id=sfdo.eda_relationship.htm&release=264.0.0&type=5)** Set up initial Relationship data for your educational institution and learn about the required steps with each Salesforce update. - **[Create a Relationship Record](https://help.salesforce.com/s/articleView?id=sfdo.eda_relationship.htm&release=264.0.0&type=5)** Capture connections between Contacts by creating Relationship records. - **[View Contacts' Relationship Records](https://help.salesforce.com/s/articleView?id=sfdo.eda_relationship.htm&release=264.0.0&type=5)** After a Contact's newly created Relationship record is saved, we can view the Contact's record to see the Related Contact in the Relationships related list. In this example, we see on Rajesh Mukerjee's Contact record his relationship with his wife, identified by Relationship record R-000090. ## Sample Uses for Relationship The Relationship object represents Contact-to-Contact relationships. Relationship records are essential for keeping track of who's who, on or off campus, both in the present and in the past. - Any educational institution—Track students' immediate and extended family relationships, emergency contacts, friendships, and others within their personal networks. Track their school-based relationships, such as those with advisors or counselors, tutors, and coaches. Track instructors' relationships with other instructors, staff members, administrators, community members, and so on. - K-12—Track whether a Contact is allowed to receive information protected by HIPAA, FERPA, or other privacy laws, regulations, and policies. ## Configure Relationship Set up initial Relationship data for your educational institution and learn about the required steps with each Salesforce update. - **[Initial Configuration for Relationship](https://help.salesforce.com/s/articleView?id=sfdo.eda_relationship.htm&release=264.0.0&type=5)** Enabling the use of Relationships requires setting up Reciprocal Relationships to manage the two-sided nature of data about Contacts' relationships with each other. The Reciprocal Relationships feature comes preconfigured with default settings, but it's common for institutions to customize them to track different Contacts' roles in Relationships, or to use a different reciprocal method. - **[Keep Up with Relationship Updates](https://help.salesforce.com/s/articleView?id=sfdo.eda_relationship.htm&release=264.0.0&type=5)** Consider these updates, depending on which version of Education Data Architecture you originally installed. ### Initial Configuration for Relationship Enabling the use of Relationships requires setting up Reciprocal Relationships to manage the two-sided nature of data about Contacts' relationships with each other. The Reciprocal Relationships feature comes preconfigured with default settings, but it's common for institutions to customize them to track different Contacts' roles in Relationships, or to use a different reciprocal method. It's essential to understand how to manage Relationship data and configure related settings. Review these resources to make sure you have the full picture. - [Configure Relationships Settings](https://help.salesforce.com/s/articleview?id=sfdo.eda_configure_relationships_settings.htm) - Various Table-Driven Trigger Management (TDTM) rules control the creation, update, and deletion of Relationship records and related records. Review the classes affecting the Relationship object in [Apex Class Descriptions for EDA](https://help.salesforce.com/s/articleview?id=sfdo.eda_apex_class_descriptions.htm). ### Keep Up with Relationship Updates Consider these updates, depending on which version of Education Data Architecture you originally installed.
If Installed Before Version Configuration Task
1.111

In the existing Husband and Wife reciprocal settings, change Spouse to Partner.

  • Create a Partner reciprocal setting. Specify these values.

    • Name—Partner

    • Female—Wife

    • Male—Husband

    • Neutral—Partner

    • Active—Selected

    Note
    Note These updates are required to avoid Settings Health Check reporting errors for a missing Partner value. For details about editing reciprocal settings, see Configure Relationship Settings.

1.104

Add these picklist values to the Type field, as needed: Guardian, Dependent, Stepfather, Stepmother, Stepparent, Stepdaughter, Stepson, Stepchild, Foster Parent, Foster Daughter, Foster Son, Foster Child.
1.109

Add these picklist values to the Type field, as needed: Parent's Sibling; Niece; Nephew; Sibling's Child.

Note
Note This update is required to avoid Settings Health Check reporting errors for not finding these values.
## Create a Relationship Record Capture connections between Contacts by creating Relationship records. 1. From the Contact record that you're creating the Relationship from, click **New** in the Relationships related list. 2. Enter relevant details, noting these fields in particular.  - Contact—Filled in automatically with the name of the Contact whose record you started from. - Related Contact—Start typing the name of the person who has a relationship to the Contact, and select it if you see it suggested. If the Contact doesn't exist yet, click **New Contact** to create their record now. - Type—The kind of relationship, as described from the Related Contact's point of view. It can help to think of completing the sentence, is the of . In this example, Samrita Mukerjee is Rajesh Mukerjee's wife. ![Creating a new Relationship record from the Contact record of Rajesh Mukerjee, to reflect his relationship with Related Contact, Samrita Mukerjee, and specifying in the Type field that she is Rajesh's Wife.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_data_architecture-264-0-0-production-enus/6bcf23e4-1d0f-4cd5-8405-b8e231f03ed0/resources-product/images/relationship_new_record_mukerjees.png) - Status—Current or Former. 3. Click **Save**. ## View Contacts' Relationship Records After a Contact's newly created Relationship record is saved, we can view the Contact's record to see the Related Contact in the Relationships related list. In this example, we see on Rajesh Mukerjee's Contact record his relationship with his wife, identified by Relationship record R-000090. ![The Relationships related list on Rajesh Mukerjee's Contact record shows his wife, Samrita Mukerjee, as a Related Contact.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_data_architecture-264-0-0-production-enus/6bcf23e4-1d0f-4cd5-8405-b8e231f03ed0/resources-product/images/contact_record_relationship_related_contact_wife.png) The Reciprocal Relationship is created automatically when the Relationship record is saved. We can view the Contact record of the Related Contact to see the Relationship represented in the other direction. In this example, we see on Samrita's Contact record, in the Relationships related list, that Rajesh is her husband, identified by a different Relationship record R-000091.  ![The Relationships related list on Samrita Mukerjee's Contact record shows her husband, Rajesh Mukerjee, as a Related Contact.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_data_architecture-264-0-0-production-enus/6bcf23e4-1d0f-4cd5-8405-b8e231f03ed0/resources-product/images/contact_record_relationship_related_contact_husband.png) ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_data_architecture-264-0-0-production-enus/6bcf23e4-1d0f-4cd5-8405-b8e231f03ed0/images/icon_note.png) Note EDA K-12 Architecture Kit doesn't come with a visualization tool for viewing Relationships (such as the Relationships Viewer in our sister product, Nonprofit Success Pack).