Published at: 2026-09-17
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.