why can't the relation manager from the address appear when creating an order in salesforce?

Updated: Feb 11, 2025

why can't the relation manager from the address appear when creating an order in salesforce?

There could be several reasons why the Relation Manager from the Address object is not appearing when creating an Order in Salesforce. Here are some possible explanations:

  1. Missing Field Mapping: The first thing to check is whether the Relation Manager field from the Address object is mapped to any field on the Order object. If not, Salesforce will not be able to display the Relation Manager field when creating an Order. To check this, go to Setup > Object Manager > Order > Fields & Relationships > Related Objects > Address. Make sure that the "Relation Manager" field from the Address object is added as a related field to the Order object.
  2. Incorrect Field Access: Another possible reason could be that the user creating the Order does not have the necessary field-level access to the Relation Manager field on the Address object. To check this, go to Setup > Object Manager > Address > Fields & Description > Relation Manager > Field-Level Security. Make sure that the user has Read or Edit access to the Relation Manager field.
  3. Incorrect Record Type: It's also possible that the user creating the Order is not assigned to the correct Record Type that includes the Relation Manager field on the Address object. To check this, go to Setup > Object Manager > Order > Record Types. Make sure that the Record Type assigned to the user includes the Address object with the Relation Manager field.
  4. Data Model Issues: If none of the above solutions work, there could be issues with the data model itself. For example, if the Relation Manager field is a custom field on the Address object, make sure that it is properly defined and that its data type is compatible with the Order object. Additionally, check if there are any validation rules or workflow rules that could be preventing the Relation Manager field from being populated when creating an Order.
  5. Bugs or Limitations: Finally, it's possible that there is a bug or limitation in Salesforce that is preventing the Relation Manager field from appearing when creating an Order. In this case, you may need to contact Salesforce support for further assistance.