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Advanced Mapping: Connect Fields & Objects

Open Billflorio opened this issue 3 years ago • 3 comments

https://help.salesforce.com/s/articleView?id=sfdo.NPSP_AM2_Connect_New_Object.htm&type=5 https://help.salesforce.com/s/articleView?id=sfdo.NPSP_Use_Advanced_Mapping.htm&type=5

https://docs.google.com/document/d/1DPsHdo2GUTfmCGWHH-eaCjcoHNNCK8Q5CgrfYlqGHYg/edit?usp=sharing

#85 is turning it on (maybe we can combine?)

Billflorio avatar May 31 '21 22:05 Billflorio

@Billflorio Might not want to combine this with #85; this video might get a bit meaty depending on how much you want to show about adding fields on the staging NPSP Data Import and target objects.

For this video, I recommend this general structure:

  1. Overview of steps for customizing
  2. Quick peek at target object and fields
  3. Quick peek at staging (NPSP Data Import) object fields
  4. Connect fields on an out-of-the-box Object Group like Contact1.

melissabarber avatar Sep 17 '21 21:09 melissabarber

Spencer is working on this

charise avatar Feb 25 '22 18:02 charise

Reviewed and rewrote a significant amount of it to simplify and clarify. Could use a secondary peer reviewer

tj-warfield avatar May 05 '22 19:05 tj-warfield