Tips and Tricks from R.J., the SalesLogix Consultant

Explanation and Script for SalesLogix CRM Associations

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The SalesLogix Associations table was developed from Day 1 (15 years ago!) to hold one pair of relationships between either two contacts or two accounts. Many of you have tweaked this to hold more than one pair of relationships (e.g., "Your Mother could also be your Boss?!" or "An Ace Hardware member store might be owned by Ace Hardware itself?," etc.); and in some cases even Opportunity, et al. relationships (e.g., Master Project, Contract, Opportunity and related Projects, Contracts, or Deals).

To help clarify the fields in the Associations table I developed this SQL Query for you to run against your SalesLogix Associations table. Remember: the Associations tabs (or "Add Edit Screen") in SalesLogix dynamically switch who the "To" and "From" are on the fly, you should always look at the "To" records (as you are assumed to be on the "From" record).

“To Be, or not to Be” is how I remember this: To B:
To = B ack
From = Forward
TOID = BACKRELATION = BACKNOTE
FROMID = FORWARDRELATION = FORWARDNOTE

/*

SalesLogix Associations Table
ToID is the 'Parent', corresponds to the BACK relation and BACK notes.
FromID is the 'Member\Child', corresponds to the FORWARD relation and FORWARD notes.

TO: GM\General Motors is the Owner, World Headquarters for the Following Subsidiaries.
FROM: Chevrolet is the Division, Operating Subsidiary of GM.

*/

SELECT

TOID], AT.ACCOUNT as [To Account], [BACKRELATION]
[FROMID], AF.ACCOUNT as [From Account], [FORWARDRELATION]

FROM [sysdba].[ASSOCIATION] ASS
INNER JOIN sysdba.ACCOUNT AF ON ASS.FROMID = AF.ACCOUNTID
INNER JOIN sysdba.ACCOUNT AT ON ASS.TOID = AT.ACCOUNTID

Hopefully, this explanation and script will answer some of your questions regarding SalesLogix Associations. If you have further questions, contact me via the button below.