Forum Discussion
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!
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
1 Reply
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