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Master Record Rule DB Setup

You will have the ability to run the Master Record Rule Data Base Setup. By doing so, the CRM instance fields will be retrieved.

  • It’s necessary that you should run the setup to get all the updated attributes from the CRM instance.
  • You have to run the setup every time the fields get updated in the CRM.

The Process to run the setup is as follows:

Click on 'Master Record Rule DB Setup' option present under the ‘Settings’

Display the following popup after clicking on 'Master Record Rule DB Setup'

Display 'Loading' message on click on 'Yes'

After successful completion of setup, you will have the following message displayed.

admin_functionality/settings/best_record_rule_db_setup.txt · Last modified: 2019/06/26 08:38 by luke.swanton