Salesforce

To edit an existing Romify mapping for Salesforce, navigate to Setup (1) → Integrations (2) → Salesforce (3), and select the Salesforce connection that contains the Mapping you would like to edit (4).

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Editing Mappings

To edit a mapping, navigate to the Mappings tab (1). Select the appropriate object (2) and type of mapping you wish to edit (3). Click on the corresponding row (4) to select the mapping you want to modify.

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An Edit window will open. Make the appropriate changes to the mapping and click the Save button (5).

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