Field Type Column

Business Background

When creating or editing a power table, you can include fields from the selected Salesforce object.

How to Guide

1. On the Mapping screen, click the Add a column option to add a column.

2. Use the field drop-down list. The fields in the list come from the Salesforce object you selected as a source.
3. For some fields, you have to click the Gear icon to configure further options.
   • For instance, when working with lookup fields like the Reports to ID field, you have to configure a reference field linked to the object, which will be the displayed value instead of an object ID.

4. For the From object field, click the Gear icon to map the Salesforce fields from the object:
   • Use the drop-down list to select the Salesforce object.
   • Use the drop-down list to select the return value. The return value is what you want to show in the power table.
     • If a date or date/time field is selected, the column will automatically be formatted to a date or date/time format.
   • Use the drop-down list to select the relation key. The relation key is the lookup to the parent object.
5. If necessary, add a condition or use a variable.

6. Click the Apply button.

7. If necessary, change the column’s name in the field. The column name is filled by default to be the same as the field, but it is editable.
8. Click the Apply button. The fields are added to the columns where you configured them.

7. Save and Preview the project.