An example of this would be where you have 2 files one for Opportunities and a second for Activities. In this case, the Primary Entity is OPPORTUNITY and the second Entity is ACTIVITY and they have a relationship.
- Press the Options button in the top left of the Navigation Bar and select Schemas
- Press Create Schema button
- Give the Schema a name - e.g. Opportunity and Activities
- Select Other as the Source
- Press Add Primary Entity button
- Add the Primary Entity Name - eg OPPORTUNITY and specify a Primary Entity Label
- Specify the column name that is unique for each row as the Primary Key
- Specify the Sort Order the same as the Primary Key
- Press the Add Entity button
- Add the Secondary Entity Name - eg ACTIVITY and specify a Primary Entity Label
- Specify the column name that is unique for each row as the Primary Key
- Specify the Sort Order as the Foreign Key to Opportunity followed by its Primary Key
- Press the Next button
- Press the Add Relationship button
- Select OPPORTUNITY as the Entity
- Select ACTIVITY as the Related Entity
- Specify the column on the ACTIVITY Entity that is the Foreign Key to OPPORTUNITY - eg OPPORTUNITYID
- Press the Create button
- Drill on the Schema and the overview should look like this
Tip: You can add multiple child Entities related to the Primary Entitiy
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