Messaging Relationship Fields

Here is a description of the fields and buttons that are displayed on a messaging relationship, including mappings.

The number indicates the number of characters that are allowed in this text field, where appropriate.

The following fields and columns are displayed in the Relationship and Mapping Details section of the message type.

Field	Description
Publication	The publication for the selected relationship.
Source Object	The source object for the selected publication.
Subscription	The subscription for the selected relationship.
Target Object	The target object for the selected publication.
Key	The identifier for the message data. This is unique in each level of the messaging hierarchy.
Source	The data source.
Target	The target for the data.
Target Child Type	For child mappings only. The category for the child mapping.

Relationship and Mapping Details Buttons

The following buttons are available in the Relationship and Mapping Details section of the message type.

Button	Description
Add Mapping	Create a new mapping for the relationship.
Manage Relationship	Update details of the current relationship, view a different relationship, or create new publications and subscriptions.

The following actions are available for rows in the table.

Button	Description
Edit	Edit the details of the mapping.
Reuse Key	Use the key to send the source information to another target.
Delete	Delete the mapping. If the key is used for other relationships on this message type, the key is still visible.
Add Child Mapping	Create a new child mapping for this child relationship.

Manage Relationship Details Fields

The following fields are available when you click Manage Relationship.

Key: N – Visible when creating new publications or subscriptions; W – Available from Winter 2022 only.

Field		Description
Publication		The details of the data source.
Publishing Product	N	The registered product that publishes the source data.
Source Object		The object to publish data from.
Unique Identifier on Source		The field on the source object that contains the record's unique identifier. We recommend that you use the record ID. In some circumstances, for example, if you have not selected a publication, you can select an available message key from the Source Identifier Key field. This enables you to provide an identifier for the target mapping when the Unique Identifier on Source field is not present.
Enabled	W	Indicates whether this publication is enabled to send messages.
Subscription		The details of the recipient of the data.
Subscribing Product	N	The registered product that subscribes to the source data.
Target Object		The object to send data to.
Identifier Reference on Target		The field on the target object in which to store the source record's unique identifier. The unique identifier is compared when updating records.
Enabled	W	Indicates whether this subscription is enabled to send messages.

Manage Activation Fields (Available from Winter 2022)

The following fields are available when you click Manage Activation.

Key: D – Default activation method; F – Flow activation method; L – Lookup; CM – Child mapping; AL – Advanced lookup; W – Available from Winter 2022 only.

Field		Description
Activation Method		The details of how you want to send Foundations messages for this relationship: Default automated trigger created by Foundations for synchronous or asynchronous delivery Salesforce process or flow that you have manually created Custom code that you have manually implemented Managed actions provided by the application that created the managed publication (available for managed publications only) None indicates that no activation method has been specified yep, but does not deactivate the messaging relationship
Delivery Method	D	The intended method of delivery for activations that use the default automated trigger created by Foundations. You can select one of the following options: Immediate Send messages as soon as source records are created or updated. Scheduled Job Send messages for new and updated source records when the message delivery scheduled job runs. Tip: If specifying you want to send messages using a scheduled job, check the details of the scheduled job.
Delivery Filter		[Optional] If specified, indicates that you want to conditionally deliver messages based on specific information on the source record. You can select any checkbox or formula field that exists on the source object to determine whether messages are sent for a particular record. For records to be sent, the value in the field must evaluate to true. For example, if you select a filter field that relates to an Active checkbox on the source record, the record details are only sent via messaging if the checkbox is selected.
Flow	F	[Optional] The name of the Salesforce flow or process that relates to this relationship. This information is for reference only and does not impact messaging activation. You must ensure that the relevant associated actions have been set up for messages to be sent. This information is stored on the Publication object in the Activation Method Data field.

Add Mapping Fields

The following fields are available when you click Add Mapping. Depending on your selections, different combinations of fields are visible.

Key: F – Field; CR – Child relationship; S – Static source; L – Lookup; CM – Child mapping; AL – Advanced lookup, W – Available from Winter 2022 only.

Field		Description
Message Key		The identifier for the mapping on the message type.
Source Type		The type of data being sent, such as a value from a field, a static value, or a child relationship.
Source Field Path	F	The field on the source object or a related object that contains the source data.
Source Description	S	The description of the fixed data to send in the message.
Source Data	S	The exact value to send in the message.
Source Lookup	L	The lookup field on the source object.
Source Child Relationship	CR	The related object that provides child source data.
Parent Field	CM	The parent field that contains the source data.
Target Type		The type of target, such as a field, child record, or a lookup that contains a non-unique name.
Target Field		The field in which to store the data from the source.
Target Child Relationship	CR	The related target object for which you want to create records.
Child Filter Key	CR	The message key that determines whether to create or update child records. If a key is specified, records are created or updated when the value in the message evaluates to true.
Child Filter Field	CR	The checkbox or formula field that determines whether to create or update child records. If specified, records are created or updated when the field equals true.
Record Creation Method	CR	The way you want to create and maintain linked records: Always Add Always Replace Update Matching Update Matching and Delete
Target Lookup	AL	The field that stores the data from the advanced lookup.
Additional Source Identifier Field	AL	The additional source field to compare to identify a unique record. In some circumstances, for example, if you have not selected a publication, you can specify an additional source identifier key.
Data Transformation Table		The data transformation table to apply to the target field.
Additional Transformation Source Field		The additional source field for mappings that use a data transformation table that requires two source values. In some circumstances, for example, if you have not selected a publication, you can specify an additional transformation source key.
Target Child Type	CM	The category for the child mapping. Target child types enable you to create multiple target records from a single source record.
Condition Field	W	The source field that determines whether a mapping is conditionally applied to a target. If specified, the message value must evaluate to true for the mapping to be applied.

Tip:

If you want to add a mapping to a subscription when no publication is selected, you can do so and a new mapping will be created on the message type that contains a key and target. However, no data can be added to the specified target via messaging unless a publication and source are specified.