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Entity relationship diagram ​

The Entity Relationship Diagram is a visual modeling tool provided by the PaaS platform. Administrators can use the diagram to view and organize data dependencies and connection architecture among objects in the system, ensuring a sound data model.

Overview ​

As enterprise business expands, lookup, master-detail, and reference relationships between objects become increasingly complex. The Entity Relationship Diagram displays the data model topology of a specified object and its related objects through graphical connections. It also provides quick navigation for editing.

Guide ​

1. Access the entity relationship diagram ​

  1. Log in to Setup.

  2. In the top search box, enter Entity Relationship Diagram, or navigate to Enterprise Management > Object Management > Entity Relationship Diagram in the left menu.

    Entity relationship diagram entry

2. Browse and interact with the diagram ​

  1. In the All Types dropdown list on the left navigation panel, select the target object to view (for example, "Product and After-Sales Service").

  2. Expand fields: Click a target object card in the auto-layout diagram on the left to expand and view all physical fields it contains.

  3. Display two-level relationships: Click the settings icon (gear icon) on an object card and select Show All Related Objects of This Object. The system loads and displays all objects that have a Master-Detail Relationship or Lookup Relationship with the selected object.

    IMPORTANT

    Two-level relationship depth limit: The diagram loads a maximum of two relationship levels. For example, if "Product and After-Sales Service" is related to "Marketing Activity," and "Marketing Activity" is related to "Account," expanding the diagram for "Product and After-Sales Service" displays the "Account" card but does not load any third-level objects related to "Account."

  4. Navigate to object details: Click the gear icon on any object card and select View Object Details. The browser opens a new tab that navigates to the Setup details page of that object, allowing administrators to modify fields or page layouts in real time.

  5. Connection line indicators:

    • The start point of a line (primary attribute / Master Object / the referenced side) is marked with a dot.
    • The end point of a line (Detail Object / the side that initiates the relationship field) is marked with a sector.

    Entity relationship diagram operations