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Record Association Builder
Define criteria for linking new or changed records with the branches that work with them.
Record linking happens behind the scenes when precondition formulas defined by association criteria are met. Association records provide a wealth of data about work attribution, productivity, or your custom performance indicators. Record Association Builder supports a number of standard objects including accounts, leads, opportunities, and more. It also supports custom objects, different owner ID fields, and custom Apex class logic to create association records.
The Record Association Builder relies on the Branch Unit, Banker, Branch Unit Business Member, and Branch Unit Related Record objects provided by the Branch Management feature.
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Record Association Builder in Financial Services Cloud.
- Assign Permissions to Users
Ensure that users can access and use Record Association Builder features by creating and assigning permission sets. - Grant Access to Record Association Builder Objects
To create and edit branch unit related records, Record Association Builder users need access to branch management objects. - Enable Record Association Builder in Financial Services Cloud
To define and activate criteria to automatically associate new and changed records with the user’s currently assigned branch, enable the Record Association Builder setting. - Define Association Criteria
Define your own criteria for automatically linking records like accounts, leads, opportunities, and cases with the branches that work with them. - Define Custom Apex Class Logic to Create Associations
Record Association Builder gives you the flexibility to fully customize how association records are created by using a custom association handler Apex class. - Record Association Execution Error Event
The record association builder automatically creates records when an active association criteria is met. If the record creation fails, a Record Association Execution Error Event record is created with details about the failure. - Considerations and Limitations for Record Association Builder
Here are some things to keep in mind as you implement Record Association Builder.
