Creating a Rule
To create a basic ClickLink rule, you need to do the following:
- Work out which custom fields you need and if necessary, add them to the source and target objects.
- Create a master level ClickLink rule.
- Create the detail level ClickLink rules for your solution.
- If your ClickLink rule creates many target records from a single source, create an Apex trigger on the source object.
- In the master level ClickLink rule, create a ClickLink relationship to associate the master level rule with the detail level rule.
- Create Visualforce pages to reference the IntegrationRuleEngine to execute your rule.
- Create ClickLink buttons to access the Visualforce pages.