rub.cent | Posts: 2

Add a Salesforce Custom Object as an available option in "Related object type"

Monday, August 19, 2024 at 07:08am
0 votes

Please help me find documentation on how to add a Salesforce Custom Object as an available option in "Related object type". I also need to be able to automate prepare/send transaction by relating it to records in the custom object.
 

Attachments
sf-related-obj-type.PNG33.18 KB
srunjeet | Posts: 3

Reply to: Add a Salesforce Custom Object as an available option in "Related object type"

Wednesday, October 16, 2024 at 04:45pm
0 votes

Hey rub.cent 

Try this :

Setup -> Object Manager -> Transaction -> Field and Relationships -> New  -> Lookup Relationship  -> Related to : myCustomObject  -> 

Child Relation Name :  Transactions  -> Next -> Next 

Hello! Looks like you're enjoying the discussion, but haven't signed up for an account.

When you create an account, we remember exactly what you've read, so you always come right back where you left off

LoginSign Up