You can add a single object or multiple related objects in a masking task.
You can add a single object that does not contain any related objects. You can add multiple objects that have an explicit relationship defined in Salesforce. For example, if you use the Opportunity object as a source, you can add the related Campaign as well. You can also add the RecordType object because it is related to the Campaign object. All Salesforce objects in a multiple-object source must have a predefined relationship in Salesforce.
If you select multiple source objects, you can choose an object and add the related parent, child, and self-reference objects manually. When a source object references to itself within a task, it is called self-reference relationship.
When you select multiple source objects, you can download the subset graph from the Source page to view the relationships between the related objects.
Schema graph
A schema graph contains the graphical representation of the relationships between the multiple source objects in a masking task.
You can see the visual images of the multiple source objects, the relationships, and the assignments.
You can view the graph from the Source page or from the Data Filters page.
To view the object relationships on the local system, download the schema graph. The graph downloads in the following format:
<filename>.dot
The DOT language defines a graph and you can directly view the graph in the browser. If you download the DOT format file, you must use a graph visualizer tool to render, view, and manipulate graphs in the DOT language. You can download and install any open source graph visualizer tool, such as Graphviz, Canviz, Grappa, and Beluging.
Schema Graph Example
Consider that you select the following source objects in a task: Account, Case, and Contact. The parent object is Account, and the child objects are Case and Contact.
The following image shows a sample schema graph:
The path from Account to Case is the default path that the task takes after applying the filter. Then the task loads the Contact and Account parent records that are related to the Case object.
If you want to load all the contacts related to the filtered accounts and then the cases, you need to select the path from Account to Contact objects and then to the Case object. You must ensure that the subset is selected for all the objects that are included in the task. Edges marked in red indicate that the child record is selected from a parent object.
