Admin at 01:16, 13 March 2021

2021-03-13T01:16:25Z

← Older revision		Revision as of 01:16, 13 March 2021
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	<li>Head into the '''Clean Suite Advanced Mappings''' tab. Under '''Object Type''', type in the name of the object and select it from the drop down:</li>		<li>Head into the '''Clean Suite Advanced Mappings''' tab. Under '''Object Type''', type in the name of the object and select it from the drop down:</li>

	[[File:ListwareSalesforce_GSLC_01_Mappings.png\|frame\|none\|Select Object Type]]		[[File:ListwareSalesforce_GSLC_01_Mappings.png\|frame\|none\|alt=ListwareSalesforce GSLC 01 - Mappings - Melissa Wiki\|Select Object Type]]

	<li>Once Object Type has been selected, click on one of the blue buttons with a service name to create a mapping for the corresponding service:</li>		<li>Once Object Type has been selected, click on one of the blue buttons with a service name to create a mapping for the corresponding service:</li>

	[[File:ListwareSalesforce_GSLC_02_Service.png\|frame\|none\|Click Desired Service Mapping]]		[[File:ListwareSalesforce_GSLC_02_Service.png\|frame\|none\|alt=ListwareSalesforce GSLC 02 - Service - Melissa Wiki\|Click Desired Service Mapping]]

	<li>Enter a new name for the mapping and click '''Save''':</li>		<li>Enter a new name for the mapping and click '''Save''':</li>

	[[File:ListwareSalesforce_GSLC_03_NameSave.png\|frame\|none\|Enter Mapping Name]]		[[File:ListwareSalesforce_GSLC_03_NameSave.png\|frame\|none\|alt=ListwareSalesforce GSLC 03 - Name Save - Melissa Wiki\|Enter Mapping Name]]

	<li>Select the mapping you created under Mappings on the left side and then map in the input and output fields. Some things to note:</li>		<li>Select the mapping you created under Mappings on the left side and then map in the input and output fields. Some things to note:</li>
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	:a. In the output fields there's the option to map in a lookup field. With this lookup field, all the fields/results returned by the service can be stored in a custom object referenced by this lookup. This is useful for those who would like to see all the possible fields returned without mapping the fields individually into your Salesforce object. You will need to create the appropriate custom lookup field in Salesforce's Object Manager.		:a. In the output fields there's the option to map in a lookup field. With this lookup field, all the fields/results returned by the service can be stored in a custom object referenced by this lookup. This is useful for those who would like to see all the possible fields returned without mapping the fields individually into your Salesforce object. You will need to create the appropriate custom lookup field in Salesforce's Object Manager.

	[[File:ListwareSalesforce_GSLC_04_MapFields.png\|frame\|none\|Map Fields]]		[[File:ListwareSalesforce_GSLC_04_MapFields.png\|frame\|none\|alt=ListwareSalesforce GSLC 04 - Map Fields - Melissa Wiki\|Map Fields]]

	<li>After mapping in the input and output fields, click on the blue '''Save All''' button on the left to save the mapping/changes.</li>		<li>After mapping in the input and output fields, click on the blue '''Save All''' button on the left to save the mapping/changes.</li>

Admin: Created page with "{{ListwareForSalesforceNav |IntroductionCollapse= }} {{CustomTOC}} ==License Keys and Administration== The license key and settings set up in Listware for Salesforce carry ov..."

2020-03-09T23:18:54Z

Created page with "{{ListwareForSalesforceNav |IntroductionCollapse= }} {{CustomTOC}} ==License Keys and Administration== The license key and settings set up in Listware for Salesforce carry ov..."

New page

{{ListwareForSalesforceNav
|IntroductionCollapse=
}}

{{CustomTOC}}
==License Keys and Administration==
The license key and settings set up in Listware for Salesforce carry over to Clean Suite for Salesforce. Switch into the Listware app and head into the Listware Administration tab and insert in the appropriate license key. After that, switch back into the Clean Suite app.

==Configuring Mappings==
A new major feature in Clean Suite is the ability to create multiple custom input & output mappings per object type. These mappings are used by the Personator, Property V4 and BusinessCoder components. If you're using the ExpressEntry component (international address auto-completion), take a look at [[Salesforce:Lightning Global Express Entry|Lightning Global Express Entry]]. Otherwise, follow these instructions to create a new mapping:

<ol>
<li>Head into the '''Clean Suite Advanced Mappings''' tab. Under '''Object Type''', type in the name of the object and select it from the drop down:</li>

[[File:ListwareSalesforce_GSLC_01_Mappings.png|frame|none|Select Object Type]]

<li>Once Object Type has been selected, click on one of the blue buttons with a service name to create a mapping for the corresponding service:</li>

[[File:ListwareSalesforce_GSLC_02_Service.png|frame|none|Click Desired Service Mapping]]

<li>Enter a new name for the mapping and click '''Save''':</li>

[[File:ListwareSalesforce_GSLC_03_NameSave.png|frame|none|Enter Mapping Name]]

<li>Select the mapping you created under Mappings on the left side and then map in the input and output fields. Some things to note:</li>

:a. In the output fields there's the option to map in a lookup field. With this lookup field, all the fields/results returned by the service can be stored in a custom object referenced by this lookup. This is useful for those who would like to see all the possible fields returned without mapping the fields individually into your Salesforce object. You will need to create the appropriate custom lookup field in Salesforce's Object Manager.

[[File:ListwareSalesforce_GSLC_04_MapFields.png|frame|none|Map Fields]]

<li>After mapping in the input and output fields, click on the blue '''Save All''' button on the left to save the mapping/changes.</li>
</ol>

[[Category:Clean Suite for CRM:Salesforce]]

Salesforce:Getting Started with Lightning Components - Revision history

Admin at 01:16, 13 March 2021

Admin: Created page with "{{ListwareForSalesforceNav |IntroductionCollapse= }} {{CustomTOC}} ==License Keys and Administration== The license key and settings set up in Listware for Salesforce carry ov..."