Create an entity mapping to compose a workflow between two entities so that you can update their existing configurations and perform a set of declarative actions like suspend, resume, or disconnect a sold product.
Antes de Iniciar
Role required: admin
Procedimento
-
Navigate to .
-
On the Lead to Cash Entity Mappings form, create a mapping by selecting New.
-
On the form, fill in the fields.
-
Select Submit.
You’ve created an entity mapping. You must now create an entity table mapping and an entity attribute mapping.
-
On the lead to cash entity mapping form, in the Lead To Cash Entity Table Mappings related list, create an entity table mapping by selecting New.
-
On the form, fill in the fields.
-
Select Submit.
-
On the lead to cash entity mapping form, in the Lead To Cash Entity Table Mappings related list, create an attribute mapping by selecting New.
-
On the form, fill in the fields.
-
Select Submit.