Create an entity configuration

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create an entity configuration to compose a workflow between two entities so that you can update their existing configurations and perform actions like suspend, resume, or disconnect a sold product.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to All > Lead to Cash > Entity Configurations.
    2. On the Lead to Cash Entities form, create an entity by selecting New.
    3. On the form, in the Name field, enter the entity name and in the Config ID field, enter the entity ID.

      For a description of the field values, see Entity configuration and mapping.

    4. Select Submit.
      You’ve created an entity configuration. You must now create lead-to-cash entity definitions and attributes.
    5. On the Lead to Cash Entity form, in the Lead To Cash Entity Definitions related list, create an entity definition by selecting New.
    6. On the form, fill in the fields.

      For a description of the field values, see Entity configuration and mapping.

    7. Select Submit.
    8. On the Lead to Cash Entity form, in the Lead To Cash Entity Attributes related list, create an entity attribute by selecting New.
    9. On the form, fill in the fields.

      For a description of the field values, see Entity configuration and mapping.

    10. Select Submit.

    Ergebnisse

    You’ve created an entity configuration and defined its definition and attributes. You must now create a custom entity mapping. To learn how to create a mapping, see Create an entity mapping.