Related Records

Related Records lets you navigate your Salesforce data model visually — exploring how records connect across objects without writing SOQL or opening multiple tabs.

Features

Record Explorer

Open any record and see all related records in a tree view:

  • Parent relationships (lookup and master-detail)
  • Child relationships (all related lists)
  • Junction objects
  • Polymorphic relationships

Relationship Depth

Navigate up to 3 levels of relationships from any starting record. Each level loads lazily for performance.

Record Preview

Click any related record to see a summary panel with the most important fields — without navigating away from the current record.

Custom Relationship Paths

Define a custom traversal path for frequently-used record relationships. For example:

``

Opportunity → Account → Contacts → Cases

``

Save paths and reuse them across any record of the same type.

Export Relationship Map

Export the current record's relationship map as:

  • JSON — for documentation or integration design
  • CSV — with parent record IDs
  • Diagram — SVG graph of the relationship tree

Use Cases

  • Data investigation — quickly trace data from a case back to the account
  • Impact analysis — see what records will be affected if you delete a parent
  • Documentation — map out complex data models for new team members
  • Migration prep — understand record dependencies before migrating data