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Preserving Object Relationships

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Overview

This article explains how to preserve object relationships during a migration. To preserve the link between parent and child records during migration, migrated child records must include the Relationship Field that connects them to their parent. This applies to both Master-Detail and Lookup relationships.

To learn more about object connections, see the section on object connections in the following article.

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Relationship Example

In this example, we demonstrate how to maintain the relationship between parent and child objects. This assumes familiarity with creating templates and adding objects and fields. If you need a refresher, please refer to the following articles.

1

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Parent and Child Objects

The screenshot below shows a template with the Account object as the parent of the Contact and Case objects. No extra fields have been added.

  • Contact: This object has a Master-Detail relationship with Account.

  • Case: This object has a Lookup relationship with Account.

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Relationship Field

In the screenshot below, both children of the Account object have the AccountId field listed at the bottom. This field, called the Relationship Field, connects them to the Account object. You must add this field to each child object to preserve the relationship during migration.

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Add Relationship Field

The instructions below will show you how to add the Relationship Field to each child object.

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For more detailed instructions on adding a field to an object, see the following article.

  1. Click the Contact object.

  2. Check the Account ID [AccountId] checkbox.

  3. Click Save.

  4. Click the Case object.

  5. Check the Account ID [AccountId] checkbox.

  6. Click Save.

  7. Click Save template to save your changes.

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