Creating a Relationship

To create a ClickLink relationship:

In the master level rule, click New ClickLink Relationship.
Complete the fields described in Relationship Fields.
Click Save.

Concepts

Working with ClickLink Rules

Field Type Compatibility Matrix

Mapping a Lookup Field to a Lookup Field

Automatically Synchronizing Records

Tasks

Creating a Rule

Importing and Exporting Rules

Adding Custom Fields to Objects

Creating a ClickLink Rule

Creating Detail Level Rules

Creating Buttons and Modifying Page Layouts

Creating an Apex Trigger

Setting up Email Templates

Synchronizing Source and Target Records

Reference

Relationship Fields

Field Compatibility with Synchronization