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  2. Create a Custom Object with Child and Other Object Relationships in a New Sandbox

Create a Custom Object with Child and Other Object Relationships in a New Sandbox

This section explains how to create both a custom object and a child of the custom object in a new sandbox. It also provides the steps to create a relationship between a custom object, such as Custom Object and the Activities sales object which is used by the Orchestration runtime to generate activities for both Task and Appointment steps.

Follow these steps:

  1. Sign in as an administrator and create a new sandbox.
    • Click Navigator > Configuration > Sandboxes.
    • Enter a name and select Application Composer.
    • Make the sandbox it publishable.
  2. Create a custom object with Agreements as the custom Object Name and Text as the Record Name Data Type.
  3. From Application Composer > Relationships, click the + icon to create a child object for the Agreements custom object with the following details:
    • Source Object: Custom Object
    • Target Object: Resource
    • Name: CustomObjectToResource
    • Display Name: CustomObjectToResource
    • Cardinality: M:M
    • Intersection Object: AgreementResources
    • Click Save and Close to create a new relationship and the intersection object.
    Note: You must define the attributes needed to identify the Resources uniquely for a given Custom Object record. This relationship creates an Intersection object (which is a child of the Custom Object) to hold the Resources associated with the Custom Object record.

    This relationship is used by Orchestration not only to define the criteria for dynamic assignment of the Activities but also this criteria is evaluated to make the identified Resource the owner of the newly generated Activity.

  4. Create a relationship between the Agreements custom object and the Activities object with the following details:
    • Source Object: Custom Object
    • Target Object: Activity
    • Name: CustomObjectToActivity
    • Display Name: CustomObjectToActivity
    • Cardinality: 1:M
    • Click Save and Close to create a new relationship.
    • Note: This relationship will create an attribute on Activity to contain the Custom Object record ID. This relationship is used by Orchestration runtime to generate Activities for both Task and Appointment steps.