Creating Detail Level Rules
To create a detail level ClickLink rule:
- Click the ClickLink Rules tab.
- Click New.
- Complete the fields described in Rule Fields.
- Click Save.
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Create ClickLink mappings for the rule by creating a detailed mapping or a basic mapping. Do one of the following:
- Create a detailed mapping. This requires that you know the API names of the object fields you want to use in the rule. To create a detailed mapping:
- Click New ClickLink Mapping.
- On the New ClickLink Mapping page, complete the fields described in Mapping Fields. For more information about the types of mappings that you can create, see Field Compatibility with Synchronization.
- Click Save.
- Create a basic mapping. In this case, you do not need to know the API names of the object fields you want to use in the rule. To create a basic mapping:
- Click New Basic ClickLink Mapping.
- On the Create Basic Mapping page, from the drop-down lists, select the Source Object Field and the Target Object Field you want to map.
- Click Save.
- Create a detailed mapping. This requires that you know the API names of the object fields you want to use in the rule. To create a detailed mapping:
- Repeat the step above to create the mappings you require.