How do I link two objects with a relation field?

A relation field links records of two objects. People, Companies and Deals are already linked: a deal has a Company field and a People field. Add a relation field for any other link, including to a custom object.

Step by step

1. Go to Settings → Records and click the object that gets the field, for example Deals.

2. Scroll down to Fields, click Add Field and type a Name, for example Partner.

3. Open the Type list and pick Relation.

4. Open Related Object Type and choose the object to link to, here Companies.

5. Under Relation Type, choose how many records each side links to. Here, Many to One: each deal has one partner, and a company can partner many deals.

6. Under Inverse field on Companies, check the field Breakcold adds to the other object so the link shows on both sides. You can change its Name and Slug.

7. Click Next, choose whether the field is Required, then click Create Field.

Which relation type to choose

A relation has two sides: your field and its inverse field on the other object, showing the same links. The first word of the type is the object you add the field to.

• One to One: one record on each side, such as a company and its account plan (a custom object).
• One to Many: each record here links to many there, each of those to only one here. The People field of Companies works this way.
• Many to One: the reverse, like the Company field of People: each person works at one company.
• Many to Many: many on both sides, like the People field of Deals.

Good to know

• The relation type and the related object can't be changed later.
• Interaction rollup decides whether the linked records feed this record's last interaction, activity feed and Notes, Files, Meetings and Tasks tabs: Off (the default), Direct linked records, or Direct records and their rollups, which also brings in what those records collect from their own links.
• Deleting a relation field deletes it on both objects with every link it held. This can't be undone.

Related

• Add a custom field
• Which field types can I use?
• What are objects, records and fields?