LeadMapping

The LeadMapping template maps each of your organization's custom lead fields to one of your custom account fields.

To create this template, follow the steps below:

1. Log in to your AutoRABIT account.

2. Click on the Env. Pro. module.

3. Click on Create New Template.

4. Go to the Create Unsupported Metadata Template tab.

5. Provide a template name and a short description.

6. Select the LeadMapping checkbox under Create Lead Mapping Rules.

7. Click Add.

8. On the next screen, a Test Case Name will appear automatically by default. To add custom test data, click Add.

9. Fill in the following details:

   • Current Generator

   • Number of Locations

   • Primary Field

   • Product Interest

   • SI Code When finished, click Save to save this page.

10. Click Save again to finalize the template.

11. Upon successful creation, you'll be redirected to the Environment Provisioning History screen.

12. Click the Run button to execute the template on your destination org.

13. Select your destination org from the dropdown and enter the email address(es) to receive notifications.

14. In the Post Deployment Steps, select the test cases you recently created.

15. For a detailed operation summary, visit the View History page.