Quick-Start & Installation

• Install the managed package into your desired environment 
• The package will install itself along with a set of sample relationships and labels
  • You might want to customize these before first use, or adding your own
• In Setup > Lightning App Builder, click on “New” to create a new lightning app page or edit an existing page.
  • If creating a new page:
    • Click: App Page then hit the next button, type a label like “Export Data, CSV, & Sync Admin” click nextChoose “One Region” for the style of app page, and click FinishDrag the sfPLUGINS_Relationship_Manager aura widget to the Add Components Here Section and click Save in the top right of the screen

• Click the Activation button
  • Activate for system administrators only ( or use custom profiles and permissions to further control access to this page )
• Click on Lightning Experience at the top of this screen and choose an app to display the App Page on, click Add Page To App, or customize as you wish.

• Click Save. 
• Go back to Salesforce and refresh your app page, you should now see the app as a tab at the top pf your screen.
• Click on the app which will look something like: 

• And click on the Login button 

• The default username and password is randomly generated
  • Please use the recover password feature on the login page to get the username and password sent to SF Admins
• Once logged in, click on Configuration Options and change the username and password.
• The login screen has a “Forgot Username and/or Password” button – using this button will email the password to all system admins
• From here:
  • You can view the documentation
  • Manage relationship definitions
  • Customize labels
  • Manage app options
    • Username and password
    • Login period in hours
    • Colors and borders

• You will need at add the tree view or list view lightning component ( or both ) to any lightning record detail page
  • Such as Contact or Account record detail

Assigning Users to Edit/Create Relationships and Notes

The relationship manager setting can only be changed by a user logged into the Relationship Management Console ( Lightning Component )

Only users who belong to the sfp_rel_users or sfPlugins Relationship Users permission set can edit or create relationships. 

By default, the installing user is granted access.

To add/remove users:  

• Setup > Permission Sets > sfPlugins Relationship Users ( view )
• Setup > Permission Sets > sfPlugins Relationship Editors ( edit and create )
• Setup > Permission Sets > sfPlugins Notes++ Users ( view )
• Setup > Permission Sets > sfPlugins Notes++ Editors ( edit and create )
• Click on manage assignments
• Add or remove users

Tips:

Let’s assume we have a relationship definition:

Parent <> Child

Where:

Left side = Parent

Link Phrase = of

Right Side = Child

Default (Relationship Definition) Labels :

Assuming a new relationship with no labels, or suffixes defined:

• Displays as:      Parent of  < Right Side Salesforce Record Name >
• And:                 Child of < Left Side Salesforce Record Name >

With Left Label – Mother defined:

• Displays as:      Mother of  < Right Side Salesforce Record Name >
• And:                 Child of < Left Side Salesforce Record Name >

With Right Label – Daughter  also defined:

• Displays as:      Mother of  < Right Side Salesforce Record Name > ( Daughter )
• And:                 Daughter of < Left Side Salesforce Record Name > ( Mother )

Two Labels On Each Side:

With Right Label – Daughter  and Right Suffix Step-child defined:

• Displays as:      Mother of  < Right Side Salesforce Record Name > ( Daughter – Step-child )
• And:                 ( Daughter – Step Child ) of < Left Side Salesforce Record Name > ( Mother )

Left Suffix in Braces (suffix):

With Left Suffix– Step-Parent  defined and no Left Label:

• Displays as:      (Step Parent) of  < Right Side Salesforce Record Name > ( Daughter – Step-child )
• And:                 Daughter of < Left Side Salesforce Record Name > ( Mother – Step-parent )

With Left Suffix– Step-Parent  defined and Left Label – Mother:

• Displays as:      (Mother – Step Parent) of  < Right Side Salesforce Record Name >
• And:                 Daughter of < Left Side Salesforce Record Name >

With Left Label – Hidden:

• Displays as:      of  < Right Side Salesforce Record Name >
• And:                 of < Left Side Salesforce Record Name >

No Labels At All:

With Left Label – Hidden and Link Phrase Hidden:

• Displays as:      < Right Side Salesforce Record Name >
• And:                 < Left Side Salesforce Record Name >

Known Issues:

Relationships – Known Issues

Troubleshooting the App:

Always back up your data and test in a sandbox environment.

• User must belong to at least the view permission set for notes and relationships to see the component, this includes administrators.
• Only accessible ( to the user ) fields and objects will be visible
  • Therefore some users may not see all relationships
    • Sharing and accessibility rules are followed
• Roll-up fields
  • Relationship / Lookup names can be displayed with:
    • Custom_Object__r.Name
• When all else fails you can log a support ticket ( 2 hours free with purchase of an app )