Rule Fields
Here is a description of the ClickLink rule fields.
Information
Key: * – Mandatory; R – Read-only.
Field | Description | ||
---|---|---|---|
ClickLink Rule | * | Name of the ClickLink rule. | |
Batch Scope Size | The field used by the batch process. Set the scope size on a per rule basis used by the Salesforce batch. The default value is 1. Increase the batch scope size for higher performance. Reduce the batch scope size if Salesforce governor limits are reached. | ||
Description | Optional text field to describe what a particular rule is used for. 255 character limit. | ||
Owner | R | Owner of the ClickLink rule. This is set when you create or edit the rule. | |
Partial Save | When enabled, all records than can be saved successfully are saved. The error log will show records that have failed. When not enabled, no records in the batch are saved if there is an error. See Using Partial Save with ClickLink Rules. | ||
Source Object | * | The object that the source information comes from. | |
Source Object Name Field | * | The field in the source object which contains a value that identifies a source object record to the user. Typically, this is the Name field. This is mainly used during the logging and error handling facilities. | |
Source Object Process Field | The field that indicates whether a source record will be processed. You can either use a specific field on the source object set by the user to control which records should be processed, or you can use a formula (Number) field that automatically includes or excludes a source record based on the values of other fields on that source record. | ||
Source Object Processed Field | The field that indicates whether a source record has been processed. The ClickLink rule automatically sets the value of the field in the source record when it is processed. | ||
Source Object Reference to Target | R | Name of the field in the source object that contains the name of the target record created from the source object record. | |
Target Object | * | The target object for the data generated from the ClickLink rule. | |
Target Object Name Field | * | The field in the target object which contains a value that identifies a target object record to the user. Typically, this is the Name field. This is mainly used during the logging and error handling facilities. |
Notifications
Field | Description |
---|---|
Email Template | The Email Template field defines the template to be used for email notifications when ClickLink jobs execute or when a user clicks a source object list view button.See Setting up Email Templates. |
Synchronize Setup
The fields in this section determine whether mapped fields in target records are automatically updated when the fields in the source records are changed. For more information, see Synchronizing Source and Target Records.
Key: # – If one field is completed, all fields must be completed.
Target Record Creation on Source Insert
The fields in this section act as a type of rule that defines how ClickLink automatically creates target records when records are created and saved in the source object.
Buttons
Here is a description of the buttons on the ClickLink Rules home page.
Button | Description |
---|---|
New ClickLink Rule | Creates a new ClickLink rule. |
Change Owner | Allows you to change the owner of a ClickLink rule and send a notification email. |
Export Rule | Prepares the selected ClickLink rules for export. You can then download the ClickLink rules as a JSON file. |
Import Rule | Allows you to import ClickLink rules using a JSON file. |