DELIVERY-1824 · Accounts walkthrough

Two complete ways to configure Accounts

Choose a calm guided setup for first-time configuration, or a compact workspace for repeat administration. Both stage one draft and apply it once.

Option A · RecommendedFirst setup

Guided setup

Object → Source → Mappings → Preview → Review & apply.

Halosight fieldImportExport

Account nameName · OnName · On

Account numberAccountNumberAccountNumber

DescriptionDescriptionOff

Selected row

Account number

Source, direction and formula stay together.

Option BRepeat edits

Persistent source, mapping, preview and assistant tools in one admin workspace.

Source

Salesforce Account

All records

Halosight fieldImportExport

Account nameName · OnName · On

Customer typeFormulaOff

Assistant

Fill only missing mappings