Objective

How to trigger Data Mapping on existing agreements?

Steps

To trigger Data Mapping on existing agreements:

  1. Log in to Salesforce account.

  2. Navigate to Agreements.

  3. Click Create New View.

    click_new_view
  4. When the new view opens, provide an intuitive name in Step 1.

  5. Adjust any filters as needed in Step 2.

    name_the_view
  6. In Step 3, move the below fields to the Selected Fields section:

    • Agreement Name
    • Data Mapping
    • Data Mapping Error
    • Data Mapping Result
    • Trigger Data Mapping
    select_fields
  7. Click Save.

    The new view is presented with the selected fields:

    new_view
  8. Check all the agreements that you want to update with the Data Mapping.

  9. Click into the Data Mapping field for one of the selected agreements.

    click_into_the_datamappingfield
  10. Select the Data Mapping to be applied by clicking the Data Mapping Lookup option.

  11. Select the All selected records option.

    select_the_data_map
  12. Click Save.

    The custom view now shows the selected Data Mapping:

    saved_data_mappings
  13. With all of the agreement still selected, click the Update Agreement button.

    update_agreements
  14. The window updates to show a view with only the agreements that were selected.

    Click the Submit button to commit the changes.

    submit_updates
  15. If you are challenged to verify the update, click OK.

    verify_the_update

Once the update is submitted, a confirmation message is presented with the job ID:

submitted_for_processing

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