In Salesforce, relationship fields – such as Lookup, Master-Detail, or Hierarchical – allow a customer to connect one object with another object.
In this demo we will show you how to use Polymorphic field relationships to query parent objects with formtitan.
A Polymorphic field (like parent ID for example) means that it can belong to multiple objects, so a Parent ID of an attachment can be either a Contact, An account, a Case etc.
In FormTitan you can Use a polymorphic field and decide which object it will be assigned to.
The example will show:
- Get query from Salesforce Opportunity object, that will run On Load without a condition, with a limit of 100.
- We are then going to extract all contacts related to these opportunities.
- We will then use the Parent ID field, which has a Polymorphic relationship and specify in formtitan, what object stands behind the Parent ID field.
- We will choose to set the Opportunity object as Parent to the Attachment.
you will then be able to select any field from the Opportunity object, and even go higher to the opportunities account or parent account etc, You will be able to get the 3 levels of parents from the Parent ID field.