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Sherrie Miller M2M across multiple objects
Hello. I feel like there is a basic answer to my question that I simply am not using the right terms to search for to find the answer.
Our CONTRACT object has a contract type picklist (Principal Agreement, Amendment, etc). On the CONTRACT I have a field for Principal Agreement so I am able to track all Amendments and other child contracts tied to the principal contract.
We have a custom objection LOCATION.
From a non-SF perspective:
A LOCATION may have many CONTRACTS across many ACCOUNTS and a CONTRACT may be related to multiple LOCATIONS.
I had planned to create a CUSTOMER-LOCATION junction object, but am a bit stuck because a CUSTOMER-LOCATION may have many CONTRACTS associated with it: a principal contract and then be impacted by later amendments. These amendments will change the details of this CUSTOMER-LOCATION profile (think fields like headcount, equipment count) so they all need to be able to be associated with it.
I can create a CUSTOMER-LOCATION object that captures the info, but can only relate to one CONTRACT or I can create a CONTRACT-LOCATION object but then I have duplicates of these for the same Customer because each CONTRACT iteration will have its own.
I have tried every way I can think of but am limited by the number of Master-Child relationships per object. I believe I must be missing the obvious here and would appreciate any shared insight.
At the end of the day I want to view
Our CONTRACT object has a contract type picklist (Principal Agreement, Amendment, etc). On the CONTRACT I have a field for Principal Agreement so I am able to track all Amendments and other child contracts tied to the principal contract.
We have a custom objection LOCATION.
From a non-SF perspective:
A LOCATION may have many CONTRACTS across many ACCOUNTS and a CONTRACT may be related to multiple LOCATIONS.
I had planned to create a CUSTOMER-LOCATION junction object, but am a bit stuck because a CUSTOMER-LOCATION may have many CONTRACTS associated with it: a principal contract and then be impacted by later amendments. These amendments will change the details of this CUSTOMER-LOCATION profile (think fields like headcount, equipment count) so they all need to be able to be associated with it.
I can create a CUSTOMER-LOCATION object that captures the info, but can only relate to one CONTRACT or I can create a CONTRACT-LOCATION object but then I have duplicates of these for the same Customer because each CONTRACT iteration will have its own.
I have tried every way I can think of but am limited by the number of Master-Child relationships per object. I believe I must be missing the obvious here and would appreciate any shared insight.
At the end of the day I want to view
- All associated LOCATIONS on each CONTRACT
- All ACCOUNTS related to a specific LOCATION
- All CONTRACTS for a LOCATION
- All LOCATIONS for an ACCOUNT
- By default I have all CONTRACTS for each ACCOUNT
Caliburn G