---
schema_version: "1"
id: ffd467bdf75807181576862a4e8c1473e5453bf2775591fd72580ee89755178f
title: Define Association Criteria
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_criteria.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_assoc_engine_criteria.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1ca96f819ac42dbe4aee08660b32bf5534cc2ae8452f4b29a7b348b1b1bea47a
description: Define your own criteria for automatically linking records like accounts, leads, opportunities, and cases with the branches that work with them.
products:
- Financial Services
release: "264"
---
# Define Association Criteria
Define your own criteria for automatically linking records like accounts, leads, opportunities, and cases with the branches that work with them.
### Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
User Permissions Needed
To use Record Association Builder:
Financial Services Cloud Extension OR FSC Sales OR FSC Service
Record Association Builder extends the automatic record linking capabilities that come with the Branch Management feature. Branch Management lets you automatically attribute new accounts and leads to specific branches. Record Association Builder lets you define your own criteria for associating new or updated records with the branches that work with them.
To define or edit association criteria, use the Record Association Builder settings page in Setup. You can edit an existing association criteria that is in Draft status, inactivate one that is Active, or delete one that hasn’t generated any associations.
The Reference Object and Event Type fields determine which object events, such as the creation of a record, cause the criteria to be evaluated. Record Association Builder directly supports the following reference objects:
- Account (including Person Account)
- Lead
- Opportunity
- Case
- Contact
- Interaction Summary
Record Association Builder supports the following Agentforce Financial Services objects:
- Assets and Liabilities
- Financial Accounts
Record Association Builder supports all custom objects.
Record Association Builder listens for Create and Update event types for each object. A Create event occurs whenever a new record is created for that object. An Update event occurs whenever one or more fields in an existing record are changed.
One reference object can have up to five association criteria.
The Precondition section includes a formula that, when true, causes a new association to be created. Precondition formulas use the same format as the formulas for calculated fields.
Examples of Precondition Formulas
| Reference Object | Event Type | Precondition Formula | Description |
| --- | --- | --- | --- |
| Lead | Create | ISPICKVAL(\[Lead\].Status, "Qualified") | A qualified lead is created. |
| Opportunity | Update | ISPICKVAL(\[Opportunity\].Stage, "Closed") | An existing opportunity is closed. |
| Account | Create | \[Account\].AnnualRevenue > 3000000 && \[Account\].NumberOfEmployees > 20 | An account is created that meets requirements for annual revenue and number of employees. |
| Person Account | Update | \[Account\].FSC12\_\_NetWorth\_\_c > 500000 | Net Worth Greater than 500k |
| Contact | Update | \[Contact\].MailingCity = ‘San Francisco’ | Contact whose mailing city is San Francisco. |
| Interaction Summary | Create | \[InteractionSummary\].Name = ‘Follow-up Interaction’ | Interaction Summary whose name/title is Follow-up Interaction. |
To create an association criteria record for one of the directly supported reference objects, follow the steps in the order listed.
1. From Setup, in the Quick Find box, enter association, and then select **Record Association Builder**.
2. Click **New Criteria**.
3. On the New Criteria page, enter a descriptive Name. The API Name field value is filled in automatically.
4. Select the association type in the **Association Type** dropdown.
5. (Optional) Add a description if desired. A description can be helpful for differentiating criteria that are based on similar events or formulas.
6. Select an object in the **Reference Object** dropdown.
7. Select an event type in the **Event Type** dropdown.
8. Specify a formula in the **Precondition** formula field. You can use the controls in the **Insert** bar above the formula to insert elements at the cursor location in the formula field.
9. Keep the **Use an alternate owner ID** checkbox unchecked to use the default Owner ID field when making associations. If the Reference Object you selected doesn’t include an Owner ID field, or if you want to use a different ID field:
1. Click **Use an alternate owner ID**.
2. Click the search box.
3. In the **Select a Field** window use the filter control to find and select the ID field to use.
4. Click **Choose** to select that field.
10. Keep the **Activation** set to Draft if you want to edit this criteria in the future. Only select Active in the **Activation** dropdown when you’re ready to enable automatic associations whenever this criteria is met.
11. Save your work.
#### See Also
- [_Salesforce Help_: Calculate Field Values with Formulas](https://help.salesforce.com/articleView?id=platform.customize_formuladef.htm&type=5&language=en_US)