Association and dissociation trigger events on workflow rules are supported for associations between certain record types only. The following actions are available for association and dissociation trigger events:
The following table lists the associations that support association and dissociation trigger events and indicates which of the associations and dissociations support the Create Integration Event action.
The following table lists the actions that can trigger an association or dissociation workflow rule. It also shows the integration events that are generated by the workflow rule in each case (if an integration event action is configured on the workflow rule).
Action
|
Parent Record
|
Child Record
|
Channel
|
Integration Event
|
Create a new account with an unshared address.
|
Account
|
Address
|
User Interface
|
Account: Insert
Address: Insert
Address: Associate
|
Web Services
|
Account: Insert
Address: Insert
Address: Associate
|
Create an unshared address for an existing account.
|
Account
|
Address
|
User Interface
|
Address: Insert
Account: Update
Address: Associate
|
Web Services
|
Address: Insert
Account: Update
Address: Associate
|
Remove an unshared address from an account.
|
Account
|
Address
|
User Interface
|
Address: Delete
Account: Update
|
Web Services
|
Address: Delete
Account: Update
Address: Dissociate
|
Create a new account with a related, existing shared address.
|
Account
|
Address
|
User Interface
|
Account: Insert
|
Web Services
|
Account: Insert
Account Address: Insert
|
Link an existing shared address to an existing account.
|
Account
|
Address
|
User Interface
|
Account Address: Insert
|
Web Services
|
Account Address: Insert
|
Create a new shared address from the Address related information section of an account Detail page.
|
Account
|
Address
|
User Interface
|
Account: Update
Address: Insert
Address: Associate
|
Web Services
|
Not Applicable
|
Remove a shared address from an account.
|
Account
|
Address
|
User Interface
|
Account Address: Delete
Account: Update
|
Web Services
|
Account Address: Delete
|
Create a new contact on an account.
|
Account
|
Contact
|
User Interface
|
Account: Update
Contact : Insert
Contact: Associate
|
Web Services
|
Contact: Insert
Contact: Associate
Account: Update
|
Link an existing contact to an account.
|
Account
|
Contact
|
User Interface
|
Account Contact: Insert
Contact: Update
|
Web Services
|
Contact: Associate
Account: Update
|
Remove a contact from an account.
|
Account
|
Contact
|
User Interface
|
Account Contact: Delete
Contact: Update (primary contact only)
|
Web Services
|
Contact: Dissociate
Account: Update
|
Link an existing account to a contact.
|
Contact
|
Account
|
User Interface
|
Account Contact: Insert
Account: Update
|
Web Services
|
Account Contact: Insert
Contact: Update
|
Remove an account from a contact.
|
Contact
|
Account
|
User Interface
|
Account Contact: Delete
Contact: Update (primary contact only)
|
Web Services
|
Account Contact: Delete
Contact: Update (primary contact only)
|
Create a new contact with an unshared address.
|
Contact
|
Address
|
User Interface
|
Contact: Insert
Address: Insert
Address: Associate
|
Web Services
|
Contact: Insert
Address: Insert
Address: Associate
|
Create an unshared address for an existing contact.
|
Contact
|
Address
|
User Interface
|
Address: Insert
Contact: Update
Address: Associate
|
Web Services
|
Address: Insert
Contact: Update
Address: Associate
|
Remove an unshared address from a contact.
|
Contact
|
Address
|
User Interface
|
Address: Delete
Contact: Update
|
Web Services
|
Address: Delete
Contact: Update
Address: Dissociate
|
Create a new contact with a related existing shared address.
|
Contact
|
Address
|
User Interface
|
Contact: Insert
|
Web Services
|
Contact: Insert
Contact Address: Insert
|
Link an existing shared address to an existing contact.
|
Contact
|
Address
|
User Interface
|
Contact Address: Insert
|
Web Services
|
Contact Address: Insert
|
Create a new shared address from the Address related information section of a contact Detail page.
|
Contact
|
Address
|
User Interface
|
Contact: Update
Address: Insert
Address: Associate
|
Web Services
|
Not Applicable
|
Remove a shared address from a contact.
|
Contact
|
Address
|
User Interface
|
Contact Address: Delete
Contact: Update
|
Web Services
|
Contact Address: Delete
|
Create a new opportunity on a contact.
|
Contact
|
Opportunity
|
User Interface
|
Opportunity: Insert
Opportunity: Associate
|
Web Services
|
Opportunity: Insert
Opportunity: Associate
Contact: Update
|
Remove an opportunity from a contact.
|
Contact
|
Opportunity
|
User Interface
|
Opportunity: Dissociate
|
Web Services
|
Opportunity: Dissociate
|
Create a new contact on an opportunity.
NOTE: This action is not available through the user interface.
|
Opportunity
|
Contact
|
Web Services
|
Contact: Insert
Contact: Associate
|
Link an existing contact to an opportunity.
|
Opportunity
|
Contact
|
User Interface
|
Opportunity: Update
Opportunity Contact Role: Insert
|
Web Services
|
Contact: Associate
Opportunity: Update
|
Remove a contact from an opportunity.
|
Opportunity
|
Contact
|
User Interface
|
Opportunity Contact Role: Delete
Opportunity: Update
|
Web Services
|
Contact: Dissociate
Opportunity: Update
|
