Overview

A union sheet displays records of the multiple Salesforce objects you have selected together in a single table. One row corresponds to one record, and each row represents a record of one of the objects.

Column Types

There are the following three types of columns in a union sheet.

• Union Column - A column that displays and edits fields of each of the united objects together in a single column. Fields with compatible data types can be mapped to each other.

• Single-Source Column - A column that displays and edits the field of only one of the united objects. In rows of an object to which the field is not assigned, the cell is blank and cannot be edited.

• Object Type Column - A dedicated column that indicates which object each row's record belongs to.

Each object that makes up a union column is called a source object of that column. You can check and change which field is mapped to which column from the column setting. For details, see "Add and Configure Columns".

Edit Controls

The edit control used when editing a cell of a union column follows the field definition of the object of that row. Even in the same column, a different edit control is displayed depending on the object of the row.

For example, in a sheet uniting contacts and leads, if you put the "Account Name" field of the contact and the "Company" field of the lead into a single union column, rows of contacts use lookup editing and rows of leads use text editing.

Object Type Column

A union sheet always contains an "Object Type" column that indicates which object each row's record belongs to. The value of this column is the name of the object selected when the union sheet was created.

The "Object Type" column can be used as a condition for filtering, sorting, and formatting in the same way as other columns. To display records of a specific object only, set a filter on this column.

For a newly added row, you select from the picklist of this column which object the record is created as. For details, see "Edit Records".

The "Object Type" column is required for a union sheet and cannot be deleted. If you have included this column in a group column, that group column cannot be deleted either. It can be set to hidden.