About Rules
In ClickLink you create ClickLink rules to connect objects and manipulate data from the objects before it is passed to the target system or object.
A ClickLink rule is a top-level mechanism by which you convert data in one object to another. ClickLink rules can consist of:
- Source and target objects that define where data comes from and where it ends up.
- At least one ClickLink mapping.
- A ClickLink relationship.
- ClickLink buttons.
You can run a ClickLink rule on one record or as a ClickLink job. You can schedule ClickLink jobs to run at specific intervals.
When you run a ClickLink rule, log entries are generated. you can set up ClickLink logs to review actions that occur as a result of running ClickLink rules.
What can I do with ClickLink?
There are five main scenarios that you can use ClickLink for:
- Generating a target record from a source record.
- Generating more than one target record from a source record with roll-up information.
- Generating detailed target information from a single source record.
- Generating records to group records imported using the Salesforce Data Loader for later conversion to other target objects, such as FinancialForce Accounting documents.
- Synchronizing source records with target records.