CRM

mgmcapital
Member

Cross Object Association Issues

Hello Everyone!
 
I am hoping someone can help me out with a few object association issues outlined below.
 
I have a custom object I created named "Assets," which is essentially a list of property addresses. The primary display property is labeled "Full Address," which shows the full address of each property. There are two types of owners for these Assets: an owner and co-owner(s). Both types of owners can own one or more properties.

I uploaded the data for the Assets and Owners as multiple file associations, and I was able to successfully link the association between the two objects through the "Full Address" field I had created.

Before the upload, I created a pair label association in the "Contacts" object between "Owner" and "Co-owner." My goal is to upload the co-owner information and associate it with the corresponding property with the same "Full Address" in the Asset object. Additionally, I would like to associate the co-owner(s) with the owner and differentiate between the two using the pair-label association for the mutually owned asset.

However, when I try to upload the co-owner data with the "Full Address" field included, I am unable to link them to either an owner or an asset, despite being able to link the data in my first upload for Owners via the "Full Address" field. I have searched for articles or support documentation to solve this, but I haven't found any. I also tried downloading the record IDs for both the owners and assets uploaded (tried separately) and then re-uploading the co-owner data file, but that still failed to create a matching association with either.
 
Any assistance would be greatly appreciated! 
 
Best,
 
Matt

 

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2 Replies 2
LouiseHare
Top Contributor | Partner
Top Contributor | Partner

Cross Object Association Issues

Hey Matt,

 

Quick question for you on this - when you say Owners are you referring to the Contact object?

 

My understanding so far of what you're looking to do is:

  • Associate co-owner contacts to the correct assets
  • Associate co-owner contact to owner contact

Is my understanding correct?

 

Thanks,

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Louise Hare she/her

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mgmcapital
Member

Cross Object Association Issues

Hi Louise!

 

Yes, Owners are in the default Contact object, and so are Co-Owners.

 

My understanding so far of what you're looking to do is:

  • Associate co-owner contacts to the correct assets
    • Yes you are correct I am trying to associate Owner's and Co-Owners to their respective Assets
  • Associate co-owner contact to owner contact
    • Yes, I am trying to associate the Owner's to Co-Owner's based on the Assets they own together.

Thank you!

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