Here are some things to keep in mind as you implement Record Association Builder.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
- One reference object can have up to five active association criteria.
- An association criteria’s precondition formula can handle up to three spanning relationships (also known as cross-object references).
- When an object event occurs and more than one active criteria is met, only the first criteria that’s met generates a branch unit related record. Multiple associations aren’t created.
- Record association builder stores association data in branch unit related records, but doesn’t create Branch Unit Customer records based on account creation events.
- The Branch Unit Related Record object doesn’t currently appear in list views or have a Lightning page layout.
- Custom fields can’t be added to the Branch Unit Related Record object.
- Association records created by record association builder impact your data storage. Consider this impact when defining criteria that create associations based on common or verbose events, such as record updates.
- Generating a branch unit related record can take a minute or more after an object event occurs and an association criteria precondition is met.
- Custom formula fields from contacts can't be used within person account formulas. Don’t include embedded formula fields for other objects in formula fields for person accounts.