Related objects

You can pull and/or push information from a related object in Salesforce. You can also update your syntax to pull and push this information, but only if the respective Salesforce object is related to your main object by a lookup field.

For example, assume you have a custom object called Loss Mitigation and you want to pull the Borrower information from this custom object into your document.

You can click the name of the Borrower object, and see that it's related to the Contact object. Next, you click on the Contact object, and see that you want to pull the Name field from the Contact object.

Your resulting syntax appears as SFPULL_Collection__c.Borrower__r.Name. The __r at the end of the related field name denotes that the field is used as a reference. If your lookup field is a custom field, replace __c with __r.

You can also push and pull data from a related object, however, the object must be related to your main object by a lookup field. The format for these fields is: PREFIX_ObjectName.LookupFieldName__r.FieldName.