SmartConnect 2018

CRM Determining Required Columns

To determine which columns are required when processing one record into another record using a column set column follow the steps below:

1.Open and log into CRM.
2.Navigate to Settings >> Customizations >> Customize the system
3.Open the source record entity.
4.Find and open the relationship field between the source and target entity.
5.Select the Mappings option on the relationship record.