Object mapping rule overview

Create data conversion and field transfer relationships between business objects for one-click document conversion.

Business value

CRM data often moves between objects, such as from Leads to Accounts and Contacts. Object mapping rules provide these benefits:

• Improve efficiency: Automatically populate target documents from source documents.
• Reduce errors: Preserve key information through one-to-one field mapping.
• Support detail conversion: Convert Master-Detail Relationship data, such as quote lines to order lines.

Core configuration

• Object mapping relationship: Defines the source and target objects.
• Field mapping relationship: Defines data transfer for master and detail objects.
• Custom mapping action: Adds an entry point to list, detail, or related-list pages.

Related topics

• Create an object mapping rule
• Use object mapping rules