Create Content Link records

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

Create Content Link records

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

• Enter values for each field and click [Save].

  • To use the Content Link feature without errors, you must complete all fields.

Content Link fields

Field	Description	Example
Name	The name used to distinguish each Content Link. It can be viewed through the [Link] button on the chat screen.	Product
Active	Indicates whether the Content Link is active. If not selected, it will not be available through the [Link] button on the chat screen.	Active
Object	The API name of the object that provides information. You can check the API name in > [Setup] > [Object Manager]	Product2
Field	The field names used to help identify information. These fields are displayed in [Link] > [Search] on the chat screen. Multiple fields can be entered by separating them with commas. You can check field names in > [Setup] > [Object Manager] > Select Object > [Fields & Relationships]	Name, ProductCode, DisplayUrl
Condition	The conditions applied when searching. Multiple conditions can be entered using AND and OR. Even if the Object value is the same, different conditions may return different search results.	isActive = true
Ascending / Descending	Determines how search results are sorted. Enter the sort field and sort direction separated by a space. Asc: Ascending / Desc: Descending	CreatedDate Desc
Channel	The messenger channel associated with the Content Link. Select one of the saved messenger channels.	V2 Demo 1
Field to send	The field name whose value will be provided to the customer as information. You can check field names in > [Setup] > [Object Manager] > Select Object > [Fields & Relationships]	DisplayUrl

Using Content Links

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

• 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.

Content Link 활용 예시

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'.