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ERD - Import a Salesforce schema with Relationships

  • August 5, 2024
  • 21 replies
  • 333 views

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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

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  • 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?


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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.


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

 


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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


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Any updates here? 


Kelsey Gaag
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  • 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.


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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
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  • 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).

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  • 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. 


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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 

 


Kelsey Gaag
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  • Lucidite
  • August 13, 2024

Hi @Steve Hawthorne, @Idan Lahat, and @mahsa.hosseiniCCG

Thank you for providing that additional information! Would you mind providing a support pin to a document experiencing this issue?


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@Kelsey Gaag I sent it over a private msg. 


Kelsey Gaag
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  • Lucidite
  • August 13, 2024

Hi @Idan Lahat

Thank you for sending that support pin! It looks like this is a bug in our system.  I have reported this to our development team. I apologize for any disruption this may cause, and I will update this thread with any new information about a fix.

Please follow along on this thread for updates, and post any additional questions or concerns below.


Kelsey Gaag
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  • Lucidite
  • August 14, 2024

@Idan Lahat

Hope you are well! I am working with our Engineering team to address this issue. They were wondering what browser you are using when this issue occurs? If you are comfortable with it, could you private message me an edit/share link to the document? It would also be helpful for them to take a direct look at your document. 


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Chrome 


Kelsey Gaag
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  • Lucidite
  • August 15, 2024

@Idan Lahat, thank you for the reply! I will let the developers know. I also sent you a private message about your document! 


Kelsey Gaag
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  • Lucidite
  • Answer
  • September 9, 2024

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!


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Hi @Kelsey Gaag I’m still facing this issue, your help would be appreciated.


Kelsey Gaag
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  • Lucidite
  • October 8, 2024

Hi @bharat ummadi

Thank you for the reply! Can you verify that you imported your data correctly according to this Help Center article?

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).


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Hi @Kelsey Gaag this is strange, I have followed the same steps yesterday and did not work and it I could see the relationships. Thank you for your support!


Kelsey Gaag
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  • Lucidite
  • October 9, 2024

Hi @bharat ummadi, to clarify, is this issue resolved on your end?