Configuring Salesforce.com activities

Selecting fields from the Salesforce.com object to map is one of the tasks you must complete to configure a Salesforce.com activity. For more information about the configuration tasks in the Checklist, see the help topic for the specific Salesforce.com activity.

For some of the fields in the endpoint, you can create configuration properties to supply the values for these fields. An icon is displayed when you click in a field that supports a configuration property and a configuration property of the same type has already been configured for the project.

Procedure

  1. In the Checklist, select Configure. The Configure panel opens.
  2. Click Browse... to select a Salesforce.com object type. The Choose a Salesforce.com Object window shows all the Salesforce.com objects that are associated with the Studio activity.
  3. Select an object type from the list.
    Note: Custom object types end with a double underscore c ( __c ). For example: CustomerPriority__c

    Enter a character or string in the Search for an Object Type field and Studio filters the object types and only shows the object types that match the filter criteria. (Optional) Click the refresh icon to retrieve the latest Salesforce.com object types.

  4. Click OK.

    All the fields associated with the object type you selected are displayed.

  5. In the Object Field Preferences section, select the fields to map.

    By default, all fields are selected. You can choose to clear any field that you do not want to show in the map. A global checkbox allows you to select and clear all fields at once.

    Note: The Id field is required for many activities. For these activities, the Id field is disabled and you cannot clear this field.