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→Entity maps
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== Entity maps == | == Entity maps == | ||
Select '''Data > Entity Maps''' from the menu to manage entity maps. Entity maps serve for | Select '''Data > Entity Maps''' from the menu to manage entity maps. Entity maps serve for pre-populating some fields of target entity record when created from parent, for example: | ||
* When you create a related record from the parent record's entity form, e.g., create a contact from the account. | * When you create a related record from the parent record's entity form, e.g., create a contact from the account form. | ||
* The conversion of one entity record to a record of another entity. This is typically used in sales scenarios, where you convert a lead into an opportunity, etc. | * The conversion of one entity record to a record of another entity. This is typically used in sales scenarios, where you convert a lead into an opportunity, etc. | ||