Creating Integration Rules - Type 1

This topic relates to the first generation of Integration Rules. Contact your FinancialForce representative for information about the suitability and availability of the next generation of integration rules (ClickLink).

You should read What is an Integration Rule? and Integration Rules - Type 1 before creating your first type 1 integration rule.

To create a type 1 integration rule:

  1. Click the Integration Rules tab.
  2. Click New
  3. Specify a unique name for the new integration rule.
  4. [Optional] Enter a description.
  5. If you want to expose any fields on the master object, select the target master object. If you only want to expose fields on the detail object, do not select a target object and skip to step 9.
  6. Do not select a source object, document number, or processed indicator; just press Tab.
  7. Click New Line to set permissions for a field on the selected target object.
    1. Select a target field.
    2. If you want to be able to view and retrieve the contents of the field, select the For Reading checkbox. This step makes the target field available on the target object pages and to the API.
    3. If you want to be able to write to the target field, select the For Writing checkbox. This step makes the target field editable on the target object pages and to the API.
    4. If you want to see the field name and data printed as additional information on sales documents, select the For Printing checkbox.
  8. [Optional] Click New Line to set permissions for more fields.
  9. If you want to expose any fields on the detail object, select the target detail object. If you do not want to expose any fields on the detail object, skip to step 13.
  10. Do not select a source detail object, just press Tab.
  11. Click New Line to set permissions for a field on the selected target detail object.
    1. Select a target field.
    2. If you want to be able to view and retrieve the contents of the field, select the For Reading checkbox. This step makes the target field available on the target object pages and to the API.
    3. If you want to be able to write to the target field, select the For Writing checkbox. This step makes the target field editable on the target object pages and to the API.
    4. If you want to see the field name and data printed as additional information on sales documents, select the For Printing checkbox.
  12. [Optional] Click New Line to set permissions for more fields.
  13. Click Save to save the integration rule or Cancel to abort.
  14. Click the expander icon next to the Show Button Code field to view the Javascript code needed to create the custom button on the source object. See "Defining Buttons and Links" in the Salesforce Help for more information.
Note:

Remember, any target field that you want to enable for write access or printing, must have read access enabled as well.