Define association criteria to automatically create or update records such as leads,
cases, accounts, or contacts, and link them to branch units in your company. Branch unit members
don’t need to manually assign customer records to their branch because the criteria evaluates
create and update events and enables automatic association. For example, you can create a criteria
to create qualified leads, or a criteria to update opportunity records when they get closed. You
can view the new and updated records on the Branch Unit Related Records related list on a branch
unit record.
Required Editions
| Available in: Enterprise, Unlimited, and Developer
Editions. |
| User Permissions Needed |
| To create association criteria: |
Automotive Foundation User permission set |
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From Setup, in the Quick Find box, enter Association, and then
select Record Association Builder.
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Click New Criteria.
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On the New Criteria page, enter a name.
The API Name field value is filled in automatically.
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For Association Type, select BranchManagement.
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Add a description if needed.
A description can be helpful for differentiating criteria that are based on similar events
or formulas.
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For Reference Object, select an object such as Account, Lead, or any custom object.
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For Event Type, select Create or
Update.
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Specify a formula in the Precondition formula field.
For example, to update opportunities when the stage changes to closed won, enter
ISPICKVAL([Opportunity].Stage, "ClosedWon")
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Keep the Use an alternate owner ID checkbox unchecked to use the
default Owner ID field when making associations.
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If the Reference Object you selected doesn’t include an Owner ID field, or if you want to
use a different ID field:
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Click Use an alternate owner ID.
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Click the search box.
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In the Select a Field window use the filter control to find and select the ID field to
use.
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Click Choose to select that field.
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Select Active when you’re ready to enable automatic associations whenever this criteria is
met.
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Click Save.
