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Setting Object Record Mapping

Overview

This article explains how to enable record mapping for objects in a template. Record mapping is controlled separately for each object in each template. Two record mapping methods are available: Automatic and Manual. You are not required to use the same record mapping method for each object in a template. The instructions below explain how to configure each method.

How Record Mapping Works

Before using record mapping, it is important to understand how each method works and its limitations. If you have not already done so, review the information in the following article.

Set Record Mapping

1

Select Template

  1. Click Templates from the left sidebar menu.

  2. Click the template to add Record Mappings.

2

Add Mapping to Object

Enable and configure record mapping for each object you want to use it on.

  1. Click the object to configure record mapping for.

  2. Click the Settings tab.

  3. Click Add Mapping in the Record Mapping section.

3

Configure Automatic Mapping

Important Limitations of Automatic Record Mapping

  • Automatic cannot map records that already exist in the target organization.

  • If another tool or manual process creates or modifies records in the target org, Automatic mappings can become outdated, leading to duplicate records.

  • Automatic can only track records migrated through Data Migrator.

  1. Click the Record Mapping dropdown.

  2. Select Automatic.

  3. Click Save.

4

Configure Manual Mapping

When configuring Manual record mapping, you must select the fields to use in the record mapping key. The selection of fields is important to the success of manual record mapping.

Important Limitations of Manual Record Mapping

Selecting a combination of stable fields that create a unique ID for each record is critical.

  • Stable: If a value in one of the fields selected for the key changes, the Manual mapping will no longer match the previously migrated record, and a new record will be inserted, resulting in a duplicate.

  • Unique: If two or more records share the same key in the source org, the migration cannot correctly map them to target records because the key is not unique.

  1. Click the Record Mapping dropdown.

  2. Select Manual.

  3. Select a field from the Available fields column to include in the record mapping key.

  4. Click the Right arrow to move the selected field to the Selected fields column.

  5. The field will now be used as part of the record mapping key for this object.

  6. Repeat this process to add each field you want to include in the record mapping key.

  7. Click Save.

Fields can be removed from the record mapping key using a process similar to the one used to add them.

  1. Select a field in the Selected fields.

  2. Click the Left arrow.

5

Save Template

Once you have added record mapping to as many objects as necessary, save the template.

  1. Click Save template to save your changes.

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