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.
About this task
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
- In the Checklist, select Configure.
The Configure panel opens.
- 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.
- 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.
- Click OK.
All the
fields associated with the object type you selected are displayed.
- 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.