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Introduction


This guide will walk you through the process of associating a project with a mapping scheme.

The last stage is to associate one or more projects to a mapping scheme. This will need to be done for every project that you wish to be integrated with Salesforce.

Step-by-Step Guide


  1. Go to the Administration section of the application and enter your password if prompted.
     Go to Projects > ProjectsView All Projects.
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  2. Select the project you want to associate by clicking on the project name.
    This will take you to the project details summary screen.
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    At the bottom of this screen in the left column there will be a section called Project Mappings.
    Click on the scheme name.
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  3. When the selected project is loaded, click on the cog icon at the bottom left of the screen.

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  4. On the next screen, in the left column click on Project Mappings.

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  5. This will bring you to the interface where you can associate the project with a Mapping Scheme.
     

  6. Mapping schemes defined previously will be displayed in the Mapping Scheme drop-down menu.
    Select one and click Associate.
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    You will be taken back to the project details screen.
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  7. The scheme Mapping Scheme you selected should now be displayed in the Project Mappings section.a list on the screen.

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What's Next?


Now you can start: