Creating a Bank Format Mapping Join

We recommend that you read and understand What is a Bank Format Mapping Join? before creating any mapping join records.

To create a bank format mapping join:

1. Click the Bank Format Mappings tab.
2. Navigate to the detail page for the top-level bank format mapping record.
3. In the Bank Format Mappings Join section, click New Bank Format Mapping Join.
4. On the left side, enter the API name of the From Object.
5. Then, enter the API name of the field on the From Object.
6. On the right side, enter the API name of the To Object. This is normally the root source object.
7. Then, enter the API name of the field on the To Object. This field must contain the same value as the field on the Object From object.
8. Click Save.