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We have a custom object for projects. We'd like to relate multiple records from the same object on a record, potentially several times. For example, we would like NPI project records to be related to any of the other record types within the FWM Project object AND have it be connected within those record types (picture).

 

Within the same object, how do I attach multiple records on the same object to 1 record?

 

When we did this between objects, we used the Junction Object feature. However, because these records are all on the same object, we cannot do that.

Any ideas?#

 

#Related Record  #Junction Object  #Salesforce Integrations  #Sales Cloud

3 answers
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    Sep 17, 2021, 7:43 PM

    Hello,

     

    You could create a Object to hold these relationships eg. NPI Projects Relations.

     

    As you can't have two master-detail relationships on one object both looking up to the same object you could instead use on master-detail and another required lookup field.

     

    Alternatively you could use two lookup fields.

     

    This is like creating a Junction Object but without two master-detail relationships.

     

    Thanks, Tom

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