I recently received an email from a salesperson wondering why she could not edit one of her Opportunities.  After confirming she did not accidentally close the Opportunity, we brought the CRM administrator at the client site into the conversation and asked about recent changes to the sales process.  The CRM administrator advised he did not implement any changes, but he did reassign the Account.  Although I was not involved in the original implementation for this client, I was certain the parental behavior of the Account was the culprit.  I was confident this behavior was the root cause because the default entity relationship between Account and Opportunity is parental.  When the CRM administrator reassigned the Account, the system reassigned the Opportunity.  Because users at this client site may edit only the Opportunities they own, the salesperson could not edit the Opportunity.

There are multiple parental relationships in CRM.  While the potential impact of these relationships varies based on your business processes, the ones most likely to result in frantic calls and emails from users insisting records have disappeared or that another user took them are:

Parent   Record

Child   Record

Account Activities
Account Case
Account Contact
Account Note
Account Opportunity
Contact Activities
Contact Case
Contact Note
Contact Opportunity
Lead Activities

In addition to dictating what happens when a record is reassigned, the parental relationship also controls what happens to child records when the parent record is shared, unshared, or re-parented.  You may change the parental relationships to configurable cascading relationships.  The behavior options are:  cascade all, cascade active, cascade user owned and cascade none.

Option Description of Behavior
Cascade All Perform the action on all child records.
Cascade Active Perform the action on all active child records.
Cascade User Owned Perform the action on all child records owned by the same user as the   parent record.
Cascade None Do nothing.

The procedures to change a parental relationship are straightforward.  Start by customizing the parent entity.

Customize Parent Entity

Select 1:N Relationships in the navigation pane, sort on the Type of Behavior column to see all parental relationships at the top of the list, and then open the relationship you wish to change.

1:N Relationship

Change the Relationship Behavior to Configurable Cascading.

Relationship Behavior

Select the option for each of the actions to meet your business needs.

Action Option

Once you have selected the appropriate options, Save and Close the relationship.

Save and Close

After you have changed each of the parental relationships to support your business process, select the parent entity in the navigation pane and click Publish.

Publish

 

Leave a comment if you have questions about parental relationships in CRM.

For more information on leveraging your business relationships, visit our CRM page.

This posting is provided “AS IS” with no warranties, and confers no rights.

Author

Wanda Carlon

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