I. Mapping Rules: Entry Points and Use Cases

1.1 Accessing Mapping Rule Configuration

Admin Console > Business Rule Management > Object Mapping Rules
Note: Only users with the corresponding Role permissions can configure these settings.

1.2 Use Cases

In CRM workflows, data often needs to carry existing information to subsequent objects—for example, when converting Leads to Accounts or Quotations to Orders.

ShareCRM provides a rapid mapping feature that enables quick data creation from existing records. This ensures seamless, error-free data flow and accelerates business processes.

II. Mapping Rules: Configuration Guide

Configuring mapping rules involves two main steps:
1. Setting up mapping rules
2. Creating corresponding action buttons

Step 1: Configure Mapping Rules

1. Basic Information
   • Define the rule name (visible only in Admin Console) and API Name (for development calls).
2. Object Mapping
   • Select the source and target objects, then map their fields.
   • Note: Only fields of the same type can be mapped.
3. Sub-object Mapping
   • If both source and target objects have Sub-objects, configure their mapping after the Primary Object rules.
   • Prerequisite: Map Record Types before field mappings for Sub-objects.

Step 2: Create Custom Buttons

• Buttons can be added to:
  • Source object detail pages
  • List view single-record actions
  • Related list single-record actions
• Unlike standard custom buttons, mapping rule buttons:
  • Do not support manual field input or custom actions (logic is preset by the system).

Once configured, save the rules to enable frontend usage.