Creating a New Entity in Fullcast

Once the package is installed in the customer system and connected app settings are updated, entities and fields have to be built to run the jobs. To create a new entity follow the below steps:

1. Navigate to Settings tab.

2. Select Entities and Fields.

   

3. Select the New Entity button available near Save. 

   

4. In the screen that pops up, fill in the following information:
   1. Name : Give a name for the entity that you want to create. 
   2. Connection Type: Select Salesforce from drop-down.
   3. Connection Name: Select the database name that is listed in the drop-down. 
   4. Table name: Select the appropriate table name from the drop-down from which the fields have to be fetched. 
5. Select Confirm. The screen will refresh and display the main entity screen.
6. Now that the entity has been created, the next step is to create the relationship between the new entity and the account object. Select the entity that was just created from the dropdown.
7. Select the plus button in the top right of the grid, then New Field.
8. In the Column dropdown, find the Account lookup field. If this is a custom object then the field will be displayed as Account__c. Everything else can be left as is. Select Confirm.
9. Navigate to the Relationship sub tab and select the plus button.
10. Under the Entity dropdown, select Accounts.
11. Under the Column dropdown, select the Account field that was just created. Select Confirm.
12. At this point, we can continue to add any other fields that will need to be imported into Fullcast.
13. Once finished adding the relationship and fields, select the blue Save button.
14. After 20 minutes, run a full import job to bring in the new data.