Considerations for the Relationship Map Live App

Mobile Support

The Relationship Map live app is view-only on mobile and shows only the Map Builder view.

Live Paste

You can’t live paste a relationship map. To copy the live app, copy and paste it.

Salesforce Data

• You can create cards only from existing Salesforce data. You can’t create a record from the Relationship Map live app.
• You can import records from only one Salesforce org per relationship map. You can’t add cards from different Salesforce orgs to the same relationship map.
• By default, cards created from Salesforce records show the record’s primary compact layout fields. If an object with multiple record types has multiple compact layouts, some fields can be marked as unsupported. This labeling is necessary when the primary compact layout doesn’t match a specific record’s compact layout.
• If Mirrored Salesforce Permissions are disabled, the relationship map doesn't automatically refresh. To get the latest Salesforce data, manually refresh it. To see when the relationship map was last refreshed, check the refresh timestamp.

Supported Objects

The Relationship Map live app supports standard Salesforce objects and all custom objects that are searchable, queryable, and retrievable.

Map Sizing

There aren’t any size limitations for your relationship maps. For the best performance and to prevent document scrolling, keep your relationship maps lightweight. You can also split up a larger map into multiple smaller ones, or collapse the cards in the Tree Map.