Converting ClickLink Rules to Messaging Relationships

You can easily convert ClickLink rules to Foundations messaging relationships. You can export ClickLink rules and import them into Foundations to automatically create Foundations messaging relationships in the correct format.

When importing a ClickLink rule, Foundations will automatically create the following:

  • A registered product to represent imported internal migration data if one does not already exist
  • A message type to contain the new relationship's publication and subscription
    • The message type name is based on the name of the ClickLink rule. If a message type already exists with the same name, a suffix is added to the imported message type name. The new name is provided when importing the rules.
    • Publication and subscription data is based off the source and target object details in the ClickLink rule
  • Foundations mappings for each ClickLink mapping in the rule.
    • A unique key is autogenerated for each mapping based on the API names of the source and target fields.
      For example, a mapping from a source field of Date to a target field of Created Date may have an autogenerated key of fferpcore_Date__c > fferpcore_CreatedDate__c.
    • Static mappings are assigned a generic source description of Imported Static Value. The source element of the key associated with this mapping will display Static Value.

When your relationship has been created, you can apply other Foundations messaging features to the relationship or its mappings, such as additional filtering, data transformation, return data, and automatic activation.

The following mapping types are supported when importing data from ClickLink:

  • Basic mappings, such as field to field and static data to field
  • Child relationships
  • Multiple sources (such as field or static data) to the same child target, using target child types
  • Splitting flat data to a master-detail structure, grouping detail records by parent records identified by common values

Correlation strategy is also included when importing ClickLink rules.

Preparation

Export the ClickLink rules you want to convert to Foundations relationships. For more information, see Importing and Exporting Rules.

To prevent duplicate target records being created, we recommend that you deactivate any custom actions that trigger the ClickLink rules you have exported, such as Salesforce flows or processes.

Importing ClickLink Rules into Foundations

To create messaging relationships from your exported rule data:

  1. Import the file containing ClickLink rules into Foundations from the Message Types tab. For more information, see Importing Publications and Subscriptions.
  2. Navigate to a relationship to check or update the relationship or mapping details.
    Note:

    If you need to make a significant change to a mapping, we recommend that you delete and recreate the mapping to ensure the mapping key is appropriate for the mapping.

  3. Specify an activation method to ensure messages are sent.
    Note:

    For more information, see Activating a Messaging Relationship.

    If your org contains duplicate activation methods, for example, for the previous ClickLink rule and the new Foundations relationship, your org will continue to run the previous activations and generate duplicate target records.