Mapping the Opportunity Workflow Policy Component to the Opportunity Lead Contact Assignment Criteria

This topic is part of Example of Using a Single Criterion for Two Assignment Objects.

After you create the workflow policy components for both objects, you map the workflow policy component to the assignment criteria. You do this by mapping a column to one of the workflow policy components. In this example, you map the Opportunity workflow policy component to the Opportunity Lead Contact assignment criteria.

To map a column to the workflow policy component

1. With the Account or Opportunity record still selected, expand the Workflow Policy Component object in the Object Explorer, and then select the Workflow Policy Component Col object.

2. In the Workflow Policy Component Columns window, choose Edit, then New Record.

3. In the Workflow Column Name field, select the workflow column for the workflow policy component.

   For this example, select Opportunity Lead Quality.