Company Associations Now Included in Snapshots

Enhanced Support for Company Associations in Snapshots

Snapshots now fully support Company associations. When you export or import a snapshot, the relationship definitions between Companies and other objects (such as Opportunities and Custom Objects) are preserved automatically — there’s no need for manual setup on the other end.

Previously, while Custom Object schemas were carried over in snapshots, Company associations had to be recreated manually after each installation. Fortunately, that is no longer necessary — associations are included seamlessly throughout the process.

Simply save a snapshot from any account that has Company associations configured, and they will be included automatically. Upon import, these associations are restored along with the rest of the schema, requiring no extra steps.