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thoco
Frequent Visitor

How to Join Case and Contact Tables/Objects in Salesforce

Hello, I'm building some wonderful reports in Power BI against Salesforce but have hit a roadblock. I am only pulling in three objects at the moment: Contact, Account, and Case.  I have the following joins or relationships currently.  

 

One to many from Account / Id to Contact / AccountId

One to many from Account / Id to Case / AccountId

 

I need to connect Case to Contact but am not sure how to build the relationships properly.

 

Any advice?

 

Thanks!

 

1 ACCEPTED SOLUTION
v-yuezhe-msft
Employee
Employee

@thoco,

You can set cross filter direction of relationship between Account and Contact from “Single” to “Both” , and set cross filter direction of relationship between Account and Case from “Single” to “Both”, this way, you have established indirect relationship between Contact and Case.

Regards.
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
v-yuezhe-msft
Employee
Employee

@thoco,

You can set cross filter direction of relationship between Account and Contact from “Single” to “Both” , and set cross filter direction of relationship between Account and Case from “Single” to “Both”, this way, you have established indirect relationship between Contact and Case.

Regards.
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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