Documentation Index

Fetch the complete documentation index at: https://knowledge.technomile.com/llms.txt

Use this file to discover all available pages before exploring further.

Spark Mapping Panel

Prev Next

Overview

The Spark Mapping panel enables you to map the fields of a Main Object and Related Objects of your choice to their corresponding Sparks and other object fields.

This document walks you through the steps of customizing the Spark Mapping panel for any object, such as Opportunity.

Audience

  • Microsoft Dynamics Administrators

  • IT Support

Prerequisites

  • Ensure that TechnoMile's Growth Suite is already installed and configured. The version of this package must be 2026.1 or higher.

Customize Spark Mapping Panel

Configure Global Settings

  1. Go to Growth Configurations.

  2. Go to Spark Mapping and click Settings.

  3. You can turn the toggles on for Account Creation, Contact Creation, and/or Document Import to enable these actions to automatically occur while creating an Opportunity from a Spark and then click Save Changes.

  4. You can also turn the toggle on for Auto Create Opportunities, choose All Sparks to enable automatic creation of Opportunities for all Sparks, and then click Save Changes.

  5. Alternatively, after turning the toggle on for Auto Create Opportunities, you can choose Sparks that meet a certain criteria to enable automatic creation of Opportunities for Sparks that meet your specified filter criteria.

  6. Select Field, Operator, and Value to specify a filter criteria.

  7. Select Condition as AND/OR to specify if either or all of your filter criteria are to be met for automatic creation of Opportunities for Sparks.

  8. Click Save Changes.

Notes:

  • You can click the plus or trash icon to add or delete a filter criteria.

  • Automatic creation of Opportunities for Sparks in either Creation Mode occurs based on specified Object configurations and related Field Mappings.

  1. Under Main Objects, click Configure Object.

  2. Select an Object Name such as Opportunity and click Save.

  3. Under Related Objects, click Configure Object against GS Individual.

  4. Select an Object Name such as Contact Role and click Save.

  5. Similarly, you can configure objects for other Related Objects such as Team Members, GS Vendor, etc.

Configure Fixed and Additional Field Mappings for Main Objects

  1. Under Fixed Fields, click the pencil icon against a field.

    Notes:

    • If you select Opportunity as your Main Object, then a list of Fixed Fields displays automatically. However, if you select any other object as your Main Object, then you are required to create your own set of Fixed Fields by performing the steps mentioned in this section.

    • Fixed Fields for the Opportunity object cannot be edited or deleted.

  2. Select Spark Field Label and click Update.

    IMPORTANT:

    Ensure that the fields you are mapping with each other are of the same field/data type such as both must be look-up, date-time, text, etc.

  3. Similarly, you can map all other Fixed Fields and click Save.

  4. You can also click the pencil icon to edit a Spark field mapping for a fixed Opportunity field.

  5. Scroll down to Additional Fields and click Add Field Mapping.

  6. Select Spark and Opportunity Field Labels that are to be mapped with each other and click Add.Spark and Opportunity fields are mapped.

  7. Similarly, you can map other Spark fields to their corresponding Opportunity fields.

  8. You can also click the pencil or trash icon to edit or delete an Additional Field Mapping.

  1. Scroll down to Related Objects and click Add Field Mapping for an object such as GS Individual.

  2. Select GS Individual and Contact Role Field Labels that are to be mapped with each other and click Add.GS Individual and Contact Role fields are mapped.

  3. Similarly, you can map other Related Object fields.

  4. You can also click the pencil or trash icon to edit or delete an Additional Field Mapping.

    NOTE:

    The Team Member and Opportunity Team objects do not allow for addition of any field mappings.