| This topic relates to the first generation of Integration Rules. Contact your Certinia representative for information about the suitability and availability of the next generation of integration rules (ClickLink). |
You can use integration rules to expose data fields or map fields between objects in your organization
A deployment of the Salesforce/Certinia applications with a defined set of licensed users. Your organization (org) includes all of your data and applications, and is separate from all other orgs..
There are two types of integration rule:
- Type 1: Designed to expose custom fields. They only have target objects defined. See Integration Rules - Type 1 for more information.
- Type 2: Designed to map fields between different objects. They have both source and target objects defined. See Integration Rules - Type 2 for more information.
The following table summarizes the types of integration rule that you can create:
| Type | Function | Source Object | Target Object | Description |
|---|---|---|---|---|
| 1 | Expose custom fields on target object | None | Sales Invoice (Master/Detail) | Make your own custom fields available on the sales invoice page and expose them to the Certinia API and desktop apps. Make any sales invoice fields available for printing. |
| Sales Credit Note (Master/Detail) | Make your own custom fields available on the sales credit note page and expose them to the Certinia API and desktop apps Compatible applications installed on your local computer.. Make any sales credit note fields available for printing. |
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| Payable Invoice (Master/Detail) | Make your own custom fields available on the payable invoice page and expose them to the Certinia API. | |||
| Payable Credit Note (Master/Detail) | Make your own custom fields available on the payable credit note page and expose them to the Certinia API. | |||
| Journal (Master/Detail) | Make your own custom fields available on the journal page and expose them to the Certinia API and desktop apps Compatible applications installed on your local computer.. |
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| Budget and Balance | Expose your custom fields, such as extra periods, to the Certinia API and desktop apps Compatible applications installed on your local computer.. |
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| 2a | Map fields between source and target objects | Opportunity (Master) Opportunity Product (Detail) |
Sales Invoice (Master/Detail) | Customize the standard behavior for the creation of a sales invoice from the information stored on an opportunity. |
| Sales Credit Note (Master/Detail) | Customize the standard behavior for creation of sales credit notes by converting sales invoices which were created using the information stored on opportunities. | |||
| 2b | Map fields between source and target objects | Any object or pair of master-detail objects | Sales Invoice (Master/Detail) | Map the fields and create a custom button on any object so that it can be used to create sales invoices. |
| Sales Credit Note (Master/Detail) | Map the fields and create a custom button on any object so that it can be used to create sales credit notes. | |||
| 2c | Map fields between source and target objects | Any pair of master-detail objects | Sales Invoice (Master-Detail) |
Set up automated generation of sales invoices using the Run Integration Rule page. |
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Any single object |
Cash Entry (Master/Detail) |
Set up automated generation of cash entries using the Run Integration Rule page. |
The Integration Rule object is an organization-level object Custom object that exists across all companies in an organization (org)..