> For the complete documentation index, see [llms.txt](https://help.windmillsoft.kr/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.windmillsoft.kr/en/simplychat/installation-and-basic-setup-guide/salesforce-settings/create-content-link-records.md).

# Create Content Link records

Use Content Link to provide customers with data stored in your Salesforce org.

## Create Content Link records

* \[App Launcher]![](https://174170309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcMCw4RFNzatnGReKcWKb%2Fuploads%2FD36L6cageRxh1DFXZfei%2F%EC%8A%A4%ED%81%AC%EB%A6%B0%EC%83%B7%202023-07-19%20162527.png?alt=media\&token=bbf4b57f-0131-44f8-9fdf-830ea4e8c2c5) > Enter 'Simply Chat' > \[Simply Chat] > \[Content Link] > \[New]

<figure><img src="https://174170309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcMCw4RFNzatnGReKcWKb%2Fuploads%2F0vmCe1WoLqpqciEgbQxk%2F1.png?alt=media&amp;token=257c41d6-df2c-4bfa-b112-89245c94416a" alt=""><figcaption></figcaption></figure>

* Enter values for each field and click **\[Save]**.
  * To use the Content Link feature without errors, you must complete all fields.

<figure><img src="https://174170309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcMCw4RFNzatnGReKcWKb%2Fuploads%2FpBgEMSabXwIgAGbvcOjj%2F2.png?alt=media&amp;token=9d91fab3-797a-4a08-9277-0773e86b4914" alt=""><figcaption></figcaption></figure>

## Content Link fields

<table><thead><tr><th width="159.33333333333331">Field</th><th width="401">Description</th><th>Example</th></tr></thead><tbody><tr><td>Name</td><td>The name used to distinguish each Content Link. It can be viewed through the <strong>[Link]</strong> button on the chat screen.</td><td>Product</td></tr><tr><td>Active</td><td>Indicates whether the Content Link is active. If not selected, it will not be available through the <strong>[Link]</strong> button on the chat screen.</td><td>Active</td></tr><tr><td>Object</td><td><p>The API name of the object that provides information. </p><p>You can check the API name in<img src="https://174170309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcMCw4RFNzatnGReKcWKb%2Fuploads%2FDMPUx7KPboVMKP47LTtp%2F%EC%8A%A4%ED%81%AC%EB%A6%B0%EC%83%B7%202023-07-19%20160323.png?alt=media&amp;token=a47d455e-de8c-4c2f-8ac1-2cc0d665b423" alt=""> > [Setup] > [Object Manager]</p></td><td>Product2</td></tr><tr><td>Field</td><td><p>The field names used to help identify information. These fields are displayed in <strong>[Link] > [Search]</strong> on the chat screen. </p><p>Multiple fields can be entered by separating them with commas. </p><p>You can check field names in<img src="https://174170309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcMCw4RFNzatnGReKcWKb%2Fuploads%2FDMPUx7KPboVMKP47LTtp%2F%EC%8A%A4%ED%81%AC%EB%A6%B0%EC%83%B7%202023-07-19%20160323.png?alt=media&amp;token=a47d455e-de8c-4c2f-8ac1-2cc0d665b423" alt=""> > [Setup] > [Object Manager] > Select Object > [Fields &#x26; Relationships]</p></td><td>Name, ProductCode, DisplayUrl</td></tr><tr><td>Condition</td><td><p>The conditions applied when searching. </p><p>Multiple conditions can be entered using <strong>AND</strong> and <strong>OR</strong>. </p><p>Even if the Object value is the same, different conditions may return different search results.</p></td><td>isActive = true</td></tr><tr><td>Ascending / Descending</td><td><p>Determines how search results are sorted. </p><p>Enter the sort field and sort direction separated by a space. </p><p><strong>Asc</strong>: Ascending / <strong>Desc</strong>: Descending</p></td><td>CreatedDate Desc</td></tr><tr><td>Channel</td><td>The messenger channel associated with the Content Link. Select one of the saved messenger channels.</td><td>V2 Demo 1</td></tr><tr><td>Field to send</td><td>The field name whose value will be provided to the customer as information. You can check field names in<img src="https://174170309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcMCw4RFNzatnGReKcWKb%2Fuploads%2FDMPUx7KPboVMKP47LTtp%2F%EC%8A%A4%ED%81%AC%EB%A6%B0%EC%83%B7%202023-07-19%20160323.png?alt=media&amp;token=a47d455e-de8c-4c2f-8ac1-2cc0d665b423" alt=""> > [Setup] > [Object Manager] > Select Object > [Fields &#x26; Relationships]</td><td>DisplayUrl</td></tr></tbody></table>

## Using Content Links

* The created Content Link can be accessed through the **\[Link]** button on the Chat Session screen.

<figure><img src="https://174170309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcMCw4RFNzatnGReKcWKb%2Fuploads%2F0RdslM46KEUpQtzUxZtO%2F3.png?alt=media&amp;token=a00485c0-4d77-4e1e-8551-f758adc49d3c" alt=""><figcaption></figcaption></figure>

* You can configure multiple objects.
  * If you configure a **Campaign**, you can provide customers with information about active campaigns.
  * If you configure an **Account**, you can provide customers with information about partners or subsidiaries.
* You can use **Condition** in various ways.
  * For example, by setting a production year, you can provide information based on product year.
* Content Links can be used in many other ways to deliver information to customers.

<figure><img src="https://174170309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcMCw4RFNzatnGReKcWKb%2Fuploads%2FGFuR0rkQURUn8I84otqv%2F4.png?alt=media&amp;token=f981aaeb-14d5-4008-bdef-c17ccd1e6fbd" alt=""><figcaption><p>Content Link 활용 예시</p></figcaption></figure>

## Considerations when creating Content Link records

* Enter the correct values for **Object**, **Field**, and **Field to send**.
  * Refer to **Object Manager** and **Fields & Relationships**.
* Multiple values can be entered in **Field** by separating them with commas.
* If the Content Link is not available through the **\[Link]** button on the chat screen, check whether **Active** is selected.
* Multiple conditions can be entered using **AND** and **OR** depending on whether all conditions must be met.
* The **Ascending / Descending** value must be entered in the format: **'Sort Field' 'Sort Order'**.
