I recently received an email from a salesperson wondering why she could not edit one of her Opportunities. After confirming she did not accidentally close the 机会, we brought the CRM administrator at the client site into the conversation and asked about recent changes to the sales process. The CRM administrator advised he did not implement any changes, but he did reassign the 账户. Although I was not involved in the original implementation for this client, I was certain the parental behavior of the 账户 was the culprit. I was confident this behavior was the root cause because the default entity relationship between 账户 and 机会 is parental. When the CRM administrator reassigned the 账户, the system reassigned the 机会. Because users at this client site may edit only the Opportunities they own, the salesperson could not edit the 机会.
There are multiple parental relationships in CRM. While the potential impact of these relationships varies based on your business processes, the ones most likely to result in frantic calls and emails from users insisting records have disappeared or that another user took them are:
|
Parent Record |
Child Record |
| 账户 | 活动 |
| 账户 | 情况下 |
| 账户 | 联系 |
| 账户 | 请注意 |
| 账户 | 机会 |
| 联系 | 活动 |
| 联系 | 情况下 |
| 联系 | 请注意 |
| 联系 | 机会 |
| 引领 | 活动 |
In addition to dictating what happens when a record is reassigned, the parental relationship also controls what happens to child records when the parent record is shared, 不共同参与的, or re-parented. You may change the parental relationships to configurable cascading relationships. The behavior options are: cascade all, cascade active, cascade user owned and cascade none.
| Option | Description of Behavior |
| 级联所有 | Perform the action on all child records. |
| Cascade Active | Perform the action on all active child records. |
| Cascade User Owned | Perform the action on all child records owned by the same user as the parent record. |
| 级联没有 | 什么都不做. |
The procedures to change a parental relationship are straightforward. Start by customizing the parent entity.
Select 1:N Relationships in the navigation pane, sort on the Type of Behavior column to see all parental relationships at the top of the list, and then open the relationship you wish to change.
Change the Relationship Behavior to Configurable Cascading.
Select the option for each of the actions to meet your business needs.
Once you have selected the appropriate options, Save and Close the relationship.
After you have changed each of the parental relationships to support your business process, select the parent entity in the navigation pane and click 发布.
Leave a comment if you have questions about parental relationships in CRM.
For more information on leveraging your business relationships, visit our CRM页面.
This posting is provided “AS IS” with no warranties, and confers no rights.