Associating a Project with a Mapping Scheme

Owned by Jeff Gleeson
Last updated: Sept 20, 2023 by Jeff Gleeson
2 min read

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.

Guide

  1. Go to Projects > View All Projects.





  2. Select the project you want to associate by clicking on the project name.





  3. When the selected project is loaded, click on the cog icon at the bottom left of the screen.


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





  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.





  7. The Mapping Scheme you selected should now be displayed in a list on the screen.


What's next?

Now you can start: