Relationship
What It Models
Relationships let an organization connect records with its own vocabulary. A type defines direction, endpoint categories and policy; a link records a connection between specific records.
Identity and Attributes
Type shape and link endpoints are fixed. Labels and permitted policies can change; link dates and annotations are replaceable. An end date stops occupancy only after that day passes.
Relationships
Endpoints are contacts, organizations or custom records. A qualifying type can supply ownership, and every endpoint owner must apply the corresponding deletion and merge contract.
Invariants
Locks and span checks protect ordinary occupancy. Policy prevents native cascades, protects owner types and couples endpoint deletion with link consequences.
How It Is Stored and Shared
Associations writes types and links. CRM uses Platform’s database functions inside its own transaction, and database capture records changes for the first side and a custom second side.
Open Design Questions
Required-link settings and type-count limits are not enforced. Native-record link history is retained here but still lacks a CRM timeline presentation.