Create Data Builders

Create Data Builders
Create new Data Builder
1. In the Navigation Pane, click Document Wizard, and then click Data Builder.
2. In the Action group, click Generic Data Builder Manager.
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Instruction
3. In the new window click
to start to create new data builder.
4. Enter a name and version of data builder. Next choose Primary entity – on this entity
Document will be generated.
On the right, there are filtered entity related to selected Opportunity.
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Move the slider to see schema name and type of relationship.
5. To add related entity to our selected opportunity, click on opportunity (left table) and
then click green arrow
. You can choose from entity in the right table.
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6. To add related entity to other entities, click on selected entity (e.g. contact) and then
add relationship from right table.
In the right table you see entity related only to selected entity.
At the end, to save new created data builder, click on
.
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7. After saving you can see all created data builders.
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