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Relationships connect records across objects, or between two records of the same object. A common example is an organization hierarchy: one parent account with several child accounts under it. You define the relationship once in Settings, then link records from each record’s Related records tab.

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Before you start

Creating, editing, and deleting relationships requires admin access. If you do not see Relationships in Settings, ask an admin in your organization to set the relationship up for you.
Relationships can connect Accounts, Contacts, Opportunities, and any Custom Object. Both sides can be the same object, which is how account hierarchies work.

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Create a relationship

  1. Go to Relationships in Settings.
  2. Click Create relationship.
  3. Under Main object, choose the object the relationship starts from.
  4. Under Connected object, choose the object you want to link to. Choose the same object on both sides to link records of one type to each other, such as accounts to other accounts.
  5. Under Connection type, choose how many records can be linked on each side. See Choose the connection type below.
  6. Under Relationship names, enter the label to show on main object records and the label to show on connected records. These become the section headings a user sees on each record.
  7. Add an optional relationship description, then click Create relationship.
When both sides are the same object, the two relationship names have to be different from each other. Reevo uses them to tell the two sides apart on the record.

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Choose the connection type

Connection type sets how many records can be linked on each side, and it is always read from the main object outward. Choosing which object is the main object is therefore part of choosing the type.
Connection type is fixed once the relationship exists. You can rename either side or edit the description later, but changing one to many into many to many, or reversing the direction, means deleting the relationship and creating it again. Deleting a relationship also removes every link made through it, so plan the direction before you save.

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Example: one parent account with several child accounts

Choose Accounts as both the main object and the connected object, then pick the connection type that matches the side you want to start from:
  • Parent as the main object: choose One to many. Name the main object side something like “Child accounts” and the connected side “Parent account”. Each parent then holds many children, and each child has one parent.
  • Child as the main object: choose Many to one. Name the main object side “Parent account” and the connected side “Child accounts”. This models the same hierarchy from the child’s point of view.
Picking One to many while the child is the main object produces the opposite of a hierarchy: each child could hold many parents, and each parent would accept only one child.
  1. Open the record you want to link from, for example an account.
  2. Go to the Related records tab.
  3. Find the section named after the relationship and click the + button, or click Link record if nothing is linked yet.
  4. Select the records you want, then click Add.
Not sure how many records a section accepts? The picker says either “You can link one” or “You can link multiple” above the list, based on the connection type an admin chose.

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Troubleshooting / FAQs

The relationship allows a single linked record from this record’s side, and one is already linked. Remove the linked record to swap it for a different one. If you need several records linked instead, the relationship was created with a connection type that caps this side at one, and an admin needs to recreate it with the direction you want.
No. Only the two relationship names and the description can be edited afterward. To change the connection type or swap which object is the main object, delete the relationship and create it again. Deleting removes all existing links between records, though the records themselves are not deleted.
Relationship settings are admin only. Ask an admin in your organization to create or adjust the relationship. Linking records on the Related records tab does not require admin access.
Accounts, Contacts, Opportunities, and custom objects, in any combination, including an object linked to itself.
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