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