Creating an Analysis Mapping

This topic describes how to create an analysis mapping and add entries to the mapping. Before you start, make sure you've created analysis item record types for the corresponding categories and analysis item lookups on the relevant objects. For more information, see Setting up Analysis Mappings.

The table provides an example of an analysis mapping that groups all objects in your org that contain an analysis items lookup to store information about cost center.

App Object

Field
Accounting Transaction Cost Center
Billing Central Billing Document Cost Center
Foundations Company Cost Center
Salesforce Account Cost Center
Order and Inventory Management Sales Order Cost Center
Unmanaged Address Cost Center

To create an analysis mapping:

  1. Navigate to the Analysis Mappings tab. The list view displays a summary of the analysis mappings. You can access the tab by clicking one of the following options:
    • The Analysis Mappings tab in the All Items list in the App Launcher
    • The Foundations Core Concepts app in the App Launcher
    • The Manage Mappings button on the Analysis Items Lightning component
  2. Click New.
  3. Enter a unique analysis mapping name.
    Note: The name must match the label of the corresponding analysis item record type. If they are not identical, the lookup associated with the analysis mapping is not displayed in the Analysis Items component.
  4. Search for and select an application. You can select from:
    • Any packages you have installed on your org
    • Standard Salesforce
    • Unmanaged, which enables you to select custom items
  5. Search for and select the object that contains the relevant field. By default, the object list for Salesforce and several Certinia apps is refined to show only objects that typically include analysis item lookups. To view the full list of objects on the selected app, select Show All Objects.

    Accounting, Billing Central, Foundations, PSA, Revenue Management, and Order and Inventory Management all provide refined object lists. For example, if you select Foundations, only the following objects are shown by default:

    • Billing Document
    • Billing Document Line Item
    • Company
    • Tax Code
    • Tax Rate
  6. Search for and select the field you want to add to this analysis mapping. This field must be a lookup to the Analysis Item object.
    If the field already exists in another analysis mapping, Foundations displays a message with this information. When displayed in the component, the following rules apply to lookups that are entries in several analysis mappings:
    • The field label includes the name of all associated analysis mappings
    • Values from all associated record types are available to select
  7. Click Add to create a new analysis mapping entry. Your entry is displayed in the table.
  8. [Optional] Repeat the previous four steps to add more analysis mapping entries.
  9. Save the analysis mapping and the associated analysis mapping entries:
    • To save and return to the list view, click Save.
    • To save and create a new analysis mapping, click Save & New.

If you need to add more analysis mapping entries to an existing analysis mapping, you can edit the analysis mapping. When viewing a record, the Analysis Items Lightning component displays any analysis item lookups that exist as an entry in an analysis mapping.