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August 5, 2024
Solved

ERD - Import a Salesforce schema with Relationships

  • August 5, 2024
  • 21 replies
  • 421 views

I can import Salesforce objects and fields into my ERD diagram, but I have to create the relationships manually. I’m pretty sure in the past Lucid did this for me. Am I missing something?

Best answer by Kelsey Gaag

Hi @Idan Lahat, it sounds like this issue has been resolved! Are you seeing the relationships import correctly? Please let me know if you have any other questions or concerns!

Comments

Lucid support team
August 6, 2024

@Steve Hawthorne Thanks for posting in the Lucid Community! The lines in your Entity Relationship Diagram should automatically be drawn between foreign keys and primary keys. Can you confirm that the entities have those relationships indicated within Salesforce?

August 7, 2024

Yes, they have relationships. I started simple with Account, Contact, Case and Opportunity. The diagram shows PK and FK’s but there are no lines drawn between them unless I do this manually.

August 9, 2024

I am having the exact same issue, see attached adding the Account and contact (two core objects that are related)

 

August 9, 2024

I am having the exact same issue, see attached adding the Account and contact (two core objects that are related)

 

Yep, that is the same thing I see

August 12, 2024

Any updates here? 

Kelsey Gaag
Lucidite
August 12, 2024

Hi @Steve Hawthorne and @Idan Lahat

Sorry for the delay. Can you confirm that your data is formatted like PostGreSQL import reference below? This is the format our importer will need your file to be in.

August 12, 2024

Hey Kelsey, this doesn't apply here, Salesforce data does not reside on a standard db or being imported via a file. Lucid has OOTB salesforce ERD import functionality that uses the Salesforce Metadata API in order to fetch the objects metadata. There is no SQL or Postgrass db in Salesforce.  

Kelsey Gaag
Lucidite
August 12, 2024

Hi @Idan Lahat and @Steve Hawthorne

Thank you for clarifying! Sorry for the confusion. Do you mind answering the following?

  • Is this happening in a new/blank document or on an established document? 
  • Does this happen during every import or just in one document?
  • Can you send a screenshot of the associated Javascript Console output after clicking the import butt or when you are dragging and dropping objects into Lucidchart? You can open your Javascript Console by pressing Ctrl + Shift + J (if your computer is a Windows / Linux) OR Cmd + Opt + J (if your computer is a Mac).
August 13, 2024
  • It seems to happen on both and all docs, it even happens in Lucid provided templates for SF

 

I had some other people try with diffrent SF orgs, and this is certainly a product bug. 

August 13, 2024

Hi. We are experiencing the exact same issue.

I’ve imported SF objects into Lucidchart using ERD in the past, and it worked perfectly. But now, while I can import the objects, the relationships are missing. (whether I select the option to show all or only relationship fields.)
For example, according to Salesforce Schema Builder, there is a master-detail relationship between these two objects, but LucidChart doesn’t show me anything. Please provide a solution. Thanks