---
schema_version: "1"
id: 6008035405b01d400e47ead43ff5f9b36eaf1ef11ad43c16702242511d05a3af
title: Considerations and Limitations for Record Association Builder
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_assoc_engine_considerations.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_assoc_engine_considerations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 81af6158b9e135b365769275f54be7a753f89faf660ae1c3aa81bdd4f26855d0
description: Here are some things to keep in mind as you implement Record Association Builder.
products:
  - Financial Services
release: "264"
---
# Considerations and Limitations for Record Association Builder

Here are some things to keep in mind as you implement Record Association Builder.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

- 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.