Creating 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:
- Navigate to Settings tab.
- Select Entities and fields.
- Click on Save, all the default entities (Accounts, Opportunities, OpportunityLineItem, People, Products) will be listed.
- If you prefer to create a new entity other than the default entities available, select the New Entity button available near Save.
- In the screen that pops up, fill in the following information:
- Name : Give a name for the entity that you want to create.
- Connection Type: Select Salesforce from drop-down.
- Connection Name: Select the database name that is listed in the drop-down.
- Table name: Select the appropriate table name from the drop-down from which the fields have to be fetched.
- Filter imported records: If you want to import the data from Salesforce to fullcast by giving a criteria, specify it here.
- Select save. Your new entity will be created in few minutes.
- Each entity has mandatory fields which will be displayed when you choose the particular entity. To know what are all the mandatory and non-mandatory fields in each entity please scroll down.
- The relationship tab displays the field through which the entities are related.
- The error tab displays the nature of error encountered while saving the entity. Click on it to know the details of error.
- Apart from mandatory fields, we can add custom fields. To know how to create and edit fields click on the link.
Note
- Any configuration change is expected to take 15-20 minutes. IF you are not able to see the changes after the page is refreshed, please try to logout and login again.
- After the entities and fields are configured, it is mandatory to run the import/export jobs to fetch the data.
Mandatory/Non-Mandatory/Known fields
Mandatory Fields
- To perform basic functions, fullcast needs access to mandatory fields.
- If the field is not available in the configuration, then the validation logic will add it automatically.
- It cannot be deleted from the UI.
- The actual field can be changed by the user as needed but a field with a specific known field needs to be present.
Non-Mandatory fields
- Added to an empty configuration at the time of provisioning.
- If not setting up the first time, we won't automatically add these fields into the configuration. It's only done at the provisioning of a base tenant.
- The non-mandatory fields also have known field status but are not mandatory.
- They can be deleted by the user in the UI.
- The actual field can be changed by the user if present.
Known Field Types
- There are two types of known fields (mandatory & non-mandatory)
- Unless explicitly called out there is only one particular known type field for each object.
- Mandatory Known fields cannot be deleted.
- Fields used in relationships which are mandatory cannot be deleted.
Please check below tables to know the mandatory and non-mandatory fields for each entity.
Entity : Accounts
| Mandatory Known Fields | Non-Mandatory fields |
| Billing or Shipping Address fields (Country, State, City, Postal Code) (Should be mapped to known fields) |
OwnerProfileName |
| Shipping Lat/Long | OwnerRoleName |
| ID | |
| Created Date | |
| Name | |
| UltimateParentID, UltimateParentName | |
| Website | |
| OwnerID | |
| OwnerName | |
| ParentID, Parent Name | |
| LastModifiedDate | |
| isDeleted | |
| Fio_notes | |
Entity : Opportunities
| Mandatory Known Fields | Non-Mandatory fields |
| OwnerID | OwnerProfileName |
| isDeleted | LeadSource |
| ID | |
| AccountID | |
| StageName | |
| Amount | |
| CloseDate, CreatedDate, LastModifiedDate | |
| isClosed, IsWon | |
| Type | |
| Account ID | |
Entity: Opportunity Line Item
| Mandatory Known Fields | Non-Mandatory fields |
| ID | ProductCode |
| Product2ID | LeadSource |
| OpportunityID | |
| OpptyAccountID | |
| OpptyOwnerID | |
| OpportunityID | |
| UnitPrice | |
| Quantity | |
| TotalPrice | |
| ListPrice | |
| OpportunityStageName | |
| OpportunityCloseDate | |
| OpportunityCreatedDate | |
| OpptyIsClosed | |
| OpptyIsWon | |
| OpportunityType | |
| ProductName | |
Entity: People
| Mandatory Known Fields | Non-Mandatory fields |
| ID | UserRoleName |
| Manager ID | ProfileName |
| Manager Name | Lat/Long |
| Address Fields - City, Country, State, PostalCode | |
| Title | |
| LastMdifiedDate | |
| CreatedDate | |
| UserType | |
| LastName, FirstName, Name | |
| isActive | |
| PeopleState | |
| |
Entity: Products
| Mandatory Known Fields | Non-Mandatory fields |
| ID | isArchived |
| isDeleted | |
| isActive | |
| Last Modified Date, Created Date | |
| Family | |
| ProductCode | |
| Name | |
| |