Network Object Mapping
The Network Object Mapping window enables the user to establish a relationship between a Network Object and a Vault CRM Object.
Who can use this feature?
- Browser Users
- Users do not require an additional license
- System Admin Users
Configuring Network Object Mapping for
System Admin Users
This feature is enabled by default and does not require configuration.
Using Network Object Mapping as
System Admin Users
The following functionality is available:
- Network Object API Name is a picklist of object types available on Network
- Vault CRM Object API Name is a picklist of objects within Vault CRM
- Person Account is a check box that displays only if Account is selected as Vault CRM Object API Name. When selected, this indicates that the Account is a Person Account.
- External ID API Name is a picklist of Field API names of the Vault CRM object selected in Vault CRM Object API Name field
- The Save action saves the Object Mapping. When a user selects Save, the field mapping validation is performed:
- If the process is Invalid, the page remains open and the mapping is not saved
- If the process is Valid, the mapping is saved, and the user is returned to the Network Object Mapping View page
- The Cancel action cancels the mapping
|
Field Label |
Field Name |
Data Type |
Description |
Size |
Required? |
|---|---|---|---|---|---|
|
Object Mapping ID |
name__v |
Auto Number |
Network object mapping ID |
|
Yes |
|
Network Mapping |
network_mapping__v |
Object Reference (Network Mapping) |
Link to Network Mapping |
|
Yes |
|
Vault CRM Object API Name |
crm_object_api_name__v |
Text |
Vault CRM object API name |
43 |
Yes |
|
Network Object API Name |
network_object_api_name__v |
Text |
Network object API name |
255 |
Yes |
|
Person Account |
person_account__v |
Checkbox |
Flag for Person Account mappings. Should be set to True for the following mappings:
|
|
Yes |
|
External ID API Name |
external_id_api_name__v |
Text |
API name of the Vault CRM object field that matches Network ID. |
43 |
Yes |
