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not unlike the quote and quote line item relationship. In fact the structure I want is very similar. I have creted the two objects, but don;t know how to create the one to many, nor how to re-create the mini page layout where I can edit multiple itmes at once.

 

Any help greatly appreciated
5 respuestas
  1. 19 dic 2018, 19:02
    There is a help page on creating a many-to-many object relationship here: https://help.salesforce.com/articleView?id=relationships_manytomany.htm&type=5  (https://na1.salesforce.com/help/doc/en/relationships_considerations.htm) Basically you form a third object (junction table) to relate two objects as master-detail, both directions. There is some additional option with Lookup details, but I didn't research it.

     

    For further considerations, here is the specific behaviors of the permeations of different relationships. https://na1.salesforce.com/help/doc/en/relationships_considerations.htm  (https://na1.salesforce.com/help/doc/en/relationships_considerations.htm)

     

    To modify the page layouts, which also include the mini page, use the page layout setting of each "master/child" object in the junction table (the two objects you are trying to relate in a many-to-many relationship). The appropriate tool is the Related Fields. 

     

    "Edit the properties of the related list you want to modify.  ...

     

    You can add fields from the junction object itself, but more importantly, you can add fields from the other master object."
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