Create Content Link Record

The data within the Salesforce OG can be provided to the customer using Content Link.

Create Content Link Record

• [App Launcher] > Enter 'Simply Chat' > [Simply Chat] > [Content Link] > [New]

• Enter a value for each field > Click Save

  • You must enter all field values before you can use the Content Link function without errors.

Content Link Fields

Field	Description	Example
Name	Name for separating each Content Link. You can view it through the [Link] button on the Call Screen.	Product
Active	Name for separating each Content Link. You can view it through the [Link] button on the Call Screen	Active
Object	The API name of the object to which you want to provide information. You can check the API name of the object on Object Manager. > [Setup] > [Object Manager]	Product2
Field	The field name that helps identify information identification. You can enter multiple field names separated by commas. > [Setup] > [Object Manager] > Select Object > You can check Field Name on [Fields & Relationships]	Name, ProductCode, DisplayUrl
Condition	Conditions that apply when searching. You can enter multiple conditions using AND, OR. Even if the Object field values are the same, the search results may differ if the Condition field values are different.	isActive = true
Ascending / Descending	How to sort search results. Enter the fields that are sort criteria and the sort method separated by spaces. Asc : Ascending / Desc : Descending	CreatedDate Desc
Channel	It's a messenger channel. Select and set up the saved messenger channel.	V2 Demo 1
Field to send	The name of the field used as the information provided to the customer. You can provide the value of a field as information. > [Setup] > [Object Manager] > Select Object > You can check Field Name on [Fields & Relationships]	DisplayUrl

Leverage content links

• The generated Content Link is available through the [Link] button on the Chat screen of the Chat Session.

• You can set multiple objects on an object.

  • When you set up a campaign, you can provide the customer with information about the ongoing campaign.

  • If you set up an account, you can provide information about your partner or subsidiary to your customers.

• You can use Condition in many ways.

  • By setting a production year, you can separate products by production year and deliver information.

• In addition, you can use it in a variety of ways to deliver information to your customers.

Content Link 활용 예시

Considerations for Creating Content Link Records

• You must enter the correct values for Object, Field, and Field to send.

  • Please refer Object Manager and Fields & Relationships.

• The values in the Field can be entered into multiple fields separated by commas.

• Check the value of Active if it is not available through the [Link] button on the Call Screen.

• You can enter multiple conditions as AND, OR, calculating when all conditions must be met and when not.

• The Ascending / Descending value must be entered in the format 'Reference field' and 'Sort by'.