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Parent/Child Browser

Professional

Parent/Child Browser lets you drill from any record into its full relationship graph — navigating parent lookups and child relationships level by level, as deep as you need to go. Where the standard Child Records tab shows immediate level of related records, Parent/Child Browser gives you an interactive tree you can keep expanding in any direction.

It is available as the Parent/Child tab when viewing a record.

Overview​

The tab is split into two panes:

  • Left — a tree showing the record's relationship hierarchy, expandable level by level
  • Right — a data grid showing the full record data for whatever node you select in the tree

Each record node in the tree expands into two folders:

  • Parents — all parent (lookup/master-detail) relationships and the records they point to
  • Children — all child relationships, each showing the number of related records

Expand a Parents folder to see each parent relationship by name. Expand a relationship node to see the actual parent record. Expand that record to continue navigating its own parents and children.

Expand a Children folder to see each child relationship by name along with its record count. Expand a relationship node to load the child records. Each child record can then be expanded further in the same way.

There is no fixed depth limit — you can keep drilling down through as many levels as needed.

Selecting Nodes​

Clicking a node updates the right-side data grid:

Node typeWhat the grid shows
Individual recordFull field values for that record
Parents folderAll parent relationship groups for that record
Children folderAll child relationship groups for that record
Child relationship nodeAll child records for that relationship

Tree Controls​

ControlDescription
RefreshReloads the entire tree from Salesforce
SearchFilters visible nodes in the tree by name

Exporting the Hierarchy​

Clicking the Export button to download the dependencies hierarchy as text tree. For example:

Broker__c
└── Caroline Kingsley
    ├── Children (1)
    │   └── Properties__r
    │       ├── Seaport District Retreat
    │       │   ├── Children
    │       │   └── Parents (4)
    │       └── Stunning Victorian
    │           ├── Children
    │           └── Parents (4)
    └── Parents (3)
        ├── CreatedBy
        │   └── Mary Jane
        ├── LastModifiedBy
        │   └── Mary Jane
        └── Owner
            └── Mary Jane