Source Objects

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 DOT format file from the Source page to view the relationships between the related objects.

The DOT language defines a graph, but you cannot view the graph directly. To view the object relationships, download the DOT format file. Open the DOT format file in 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.

Download the DOT format file either from the Source page or from the Data Subset page. The DOT format file downloads in the following format:

You can see the visual images of the multiple source objects, the relationships, and the assignments.