Home > Salesforce Summer ’21 Release Notes > Industries > Financial Services Cloud > Branch Management and Association Engine (Beta) >

Track Team Output Your Way with the Association Engine (Beta)

Define your own rules for automatically linking records like leads and accounts with the branches, contacts, users, or other entities that work with them. Record linking happens behind the scenes when rule criteria are met. And it provides a wealth of data about work attribution, productivity, or your custom performance indicators.

Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud is enabled.

How: The new Association Engine (beta) extends the automatic record linking capabilities that come with the Branch Management feature. Branch Management lets you automatically attribute new or updated accounts and leads to specific branches. The Association Engine lets you define your own rules for associating new or updated records of any kind with the branches or other entities that work with them.

To define association rule criteria, use the Association Engine Settings page in Setup. Edit an existing rule criteria or click New Criteria to create one. The Reference Object and Event Type fields determine which object events, such as the creation of a new record, cause the rule to be evaluated. The Precondition section includes a formula that, when true, causes a new association to be created.

Edit Association Rule Criteria page