Relationships
Map how your Salesforce objects connect on a visual canvas.
The relationships canvas is a curated, Schema-Builder-style view of how your objects connect. It's designed to stay readable no matter how large your org is. Open it from the Relationships page.
Building a view
Pick objects from the left panel to place them on the canvas. Only the relationships among the selected objects are drawn, so the diagram never becomes an unreadable tangle.
Start small, then expand
Begin with the one or two objects you care about, then pull in their neighbors as you go. The canvas only draws relationships between objects you've actually placed, so you control how much detail appears.
System/noise objects (like User) and audit relationships are hidden by default. Toggle them on when you need to see them.
Working with the canvas
Expand a node's neighbors
Click the + on a node to pull in its related objects.
Arrange the layout
Drag nodes to position them however reads best for you.
Get more room
Go fullscreen when the view gets busy and you need more space.
Edge colors
Edges are colored by relationship type so you can tell at a glance how two objects are connected:
| Edge type | Relationship |
|---|---|
| Lookup | A standard lookup reference |
| Master-detail | A master-detail relationship |
| Hierarchy | A hierarchy relationship |