Question

How to I report final mappings?

  • 29 January 2019
  • 1 reply
  • 2 views

My client is asking for a report of the mapping schema I used to import data into my database from his Salesforce. For example, he has fields a, b, c, in his salesforce and they relate to my fields. x, r, e, in my database. I use the attribute manager to do the mappings. He basically wants to see that I:

 

mapped a to r, b to e, and c to x. Is it possible to do this?

 

 

If that doesn't make sense then see below. I am trying to explain to my client what field on the left ended up being map to which field on the right.


1 reply

Userlevel 4
Badge +25

What you can do is right click that connection at the top and pick the option "Replace with AttributeManager". You can then take a screenshot of its settings and use that as documentation (or perhaps if you create a Summary Annotation for the AttributeManager it'll be in there, I can't check right now)

Alternatively, but a bit more work, is to use a SchemaMapper with an external Excel file for the mapping. There's no way to automatically set that up though.

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