Considerations and Limitations for Record Association Builder

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

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.

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