How to Use Object Mapping Rules

1. Mapping Rules: Entry and Use Cases

1.1 Mapping Rules Configuration Entry

[Admin Console] - [Business Rules Management] - [Object Mapping Rules]

Note: Only Roles with this menu management permission can configure mapping rules.

1.2 Use Cases

Within CRM workflows, data often needs to carry existing information into subsequent records—for example, converting Leads into Account records, or converting a Quotation into an Order. ShareCRM provides a quick mapping feature that creates new records from existing data, enabling accurate and fast data transfer and accelerating customer-related processes.

2. How to Use Mapping Rules

Mapping rule configuration consists of two main steps: configure the mapping rule → assign a custom button to trigger the mapping rule.

• Step 1: Configure the mapping rule with the following information:

1. Basic information: Maintain the mapping rule Name and API Name. The mapping rule Name is visible in the Admin Console only; the API Name is used for development/integration.

2. Objects to map: Select the source object and the target object, then configure field mappings between the two objects. Field mapping supports only fields of the same type.

3. Sub-object mapping: If both the source and target have Sub-objects, you can configure Sub-object mappings together with the Primary Object mapping. For Sub-objects, configure the Record Type mapping first, then configure field mappings.

• Step 2: Add a custom button on the original object to execute the mapping rule.

1. You can place this button on the original object’s detail page, a single-row action in list view, or a single-row action in a related list.

2. Unlike generic custom buttons, mapping-rule custom buttons do not accept input fields or additional actions; the mapping logic is predefined by the system.

After configuring the button action, save the rule and the mapping becomes available in the application.