Child records on Rattle enable you to display a hierarchy of records in your Rattle alert. Use this feature when you want a breakdown, instead of a summarized view, of information.
You can now link Child records to Create/Update, Time based, Moment in Time, and Stuck in stage workflows.
What is a Child record?
In Salesforce, a Child record is information linked to another record (Parent) through a relationship field. This hierarchy helps keep information organized, makes it easy to find, and ensures efficient handling of related details, making the whole system more user-friendly.
A few additional points on this relationship:
Parent-to-Child records follow a one-to-many relationship, as one Parent account may have many Child records, but a Child record will only have one Parent.
When a Lookup relationship is used, deleting a Parent record on Salesforce will delete the Child record as well.
Use cases:
When you have multiple Opportunities tagged to a single Account and you want to see all of them in a single Slack alert. Eg. You are selling to multiple teams (Opportunities) in Microsoft (Account).
Receiving an Opportunity alert where a deal has been marked as Closed-won, with a breakdown of the products and their quantities sold during the deal.
Using Child records
Add Child records from the Message fields section on a workflow. Here's how:
1. Enabling Message content
Toggle on the 'Send a message when conditions are met' button under Message content, to view the customization elements for your Alert. You'll see Child records listed under the Message fields.
2. Selecting Child records
Select your Primary (Parent) fields, and then select Child records.
In the example below, we've added Account Partner and Opportunity Product Child records from the Parent Opportunity account.
Pro tip: Hold the '=' symbol next to your message field to reorganize record sections or individual fields.
See also:
Parent and Child relationships (external link)