- On the Integration tab click on Additional Columns tab.
- Click on the Add Additional Column button.
- Name – Enter a unique name for the column.
- Type – Set type to Entity Lookup.
- Entity – Select the Salesforce Object to use.
- If No Data – If no record is found matching the criteria, what should the lookup output?
- Clear Lookup – If the lookup result is mapped to a a lookup field, the relationship will be cleared.
- Continue – Continue without passing a value to the target.
- Return failure for current integration line – Return an error message and send no data to the target.
- Stop processing integrations – Return an error and don’t process any further records.
- Return Null – If the lookup result is not mapped to a lookup field, the target field will be sent to Null/empty.
- Filter Fields – click Add Attribute to enter the matching details for the lookup.
- Attribute – Select the field on the Salesforce object that will be filtered.
- Column – Select the source Field column that contains the data to be matched to the Salesforce Data.
- Add additional criteria rows as required.
- Click Save.
- Click on the Target Integration tab.
- Column Type – Change to Entity Lookup.
- Source Name – Select the Additional Column.
