Automatic Linking

Automatic linking follows these rules:

• Salesforce links the source product automatically only when exactly one eligible related product is already in the cart for the same recipient.
• Salesforce evaluates linking once, when you add the source product (after the save completes), not while you configure the product or each time you edit it.
• Salesforce never adds a missing related product for you. It links only to products that are already in the cart.
• If two or more related products are eligible, Salesforce doesn't link automatically. Use Manage Links to select the product to link.
• Automatic linking also applies to optional relationships when a single eligible candidate exists. You can unlink it if you don't want it, and only the nonblocking indicator remains.
• Automatic linking doesn't run again after you unlink and later add another candidate. In that case, use Manage Links.

When automatic linking succeeds, a confirmation appears on the line items table, and the Linked Products column updates for the source product.

For example, a rep adds Home Internet to a quote that already contains one eligible Wi-Fi Gateway within the same quote. Salesforce links the gateway automatically because there is exactly one match. If the quote contains two eligible gateways, such as one for the living room and one for a home office, the rep opens Manage Links and selects the gateway that belongs with Home Internet. This prevents the service from being associated with the wrong device.