Differences
This shows you the differences between two versions of the page.
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field_mapping [2017/09/05 11:54] procore created |
field_mapping [2017/09/05 13:25] (current) procore |
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| Field Mapping allows you to update data that is input into a Checklist into specific fields on a Salesforce Object | Field Mapping allows you to update data that is input into a Checklist into specific fields on a Salesforce Object | ||
| - | First, Select the Related Object you wish to attach the Checklist to. Standard selections are Account, Contact. If you wish to attach the checklist to a different object - please see the Mapping a Non-Standard Object instructions. | + | First, Select the Related Object you wish to attach the Checklist to. Standard selections are Account, Contact. If you wish to attach the checklist to a different object - please see the [[mapping_a_non-standard_object|Mapping a Non-Standard Object]] instructions. |
| There is a checkbox to indicate if you want the field mapping to occur every time a Checklist is saved, or if you only want the fields to be updated in Salesforce when the Checklist is completed (Submit). | There is a checkbox to indicate if you want the field mapping to occur every time a Checklist is saved, or if you only want the fields to be updated in Salesforce when the Checklist is completed (Submit). | ||
