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            Configure Record Association Builder for Automotive Cloud

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            Configure Record Association Builder for Automotive Cloud

            Define rules and criteria for automatically assigning records to branch units in your company. The Record Association Builder works with Branch Management seamlessly. You can 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: Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To configure Record Association Builder: View Setup and Configuration, Customize Application

            Complete all steps to configure Record Association Builder for your Automotive Cloud org.

            1. To allow users the permission to work with Record Association Builder, follow these steps:
              1. From Setup, enter Permission in the Quick Find box, and then select Permission Sets.
              2. Select the Automotive Foundation User permission set.
              3. Click Clone.
              4. Enter a name such as Branch Management and Record Association Builder for Automotive.
              5. Enter a description.
              6. Click Save.
              7. Click System Permissions and click Edit.
              8. Select Enabled for User license to access Record Association Builder in Financial Services Cloud.
                Important
                Important The user permission name specifies Financial Services Cloud but this user permission can be used in Automotive Cloud.
              9. Click Save.
                You can now assign this permission set to all users who need to use Record Association Builder features.
            2. To provide users the required access to Record Association Builder objects, follow these steps:
              1. From Setup, enter Profiles in Quick Find, then select Profiles.
              2. Click the Edit link next to the profile you want to change.
              3. Click Object Settings.
              4. Validate that this profile has Read, Create, Edit, and Delete permissions to the Branch Unit object. If not, grant those permissions and click Save.
              5. Repeat this step for Branch Unit Business Members, and Branch Unit Related Records.

            To determine which records get created or updated ad linked to branches, you can define association criteria on the Record Association Builder page in Setup, and activate the criteria.

             
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