Help Document
About Magentrix Entities

    ABOUT MAGENTRIX ENTITIES

    Entities are database tables that hold data for various items such as Accounts, Contacts, and Opportunities as well as custom data related to other elements.

    Object and Person Entities

    The Magentrix platform has two Entity types that are set upon Entity creation:

    Object Entities
    Object Entities are database tables that can be customized to record any type of data. Object Entities can also be used by developers to create and manage custom applications for a portal.
    Person Entities
    Person Entities are database tables that record data directly related to a person such as their location and contact information. Contacts and Leads are examples of Person Entities typically provided for a portal.

    Integration with Salesforce Objects

    Magentrix Entities are equivalent to Salesforce Objects. Magentrix Entities can be created from Salesforce Objects so that the data records in each can be synchronized bidirectionally.

    For more information, see Salesforce Force.com Integration.

    Integration with Microsoft Dynamics CRM

    Magentrix Entities are equivalent to Microsoft Dynamics CRM Entities. Magentrix Entities can be created from Salesforce Objects so that the data records in each can be synchronized bidirectionally.

    For more information, see Microsoft Dynamics CRM Integration.

    List Views

    Administrators can create List Views - a view of an Entity customized for readability. List Views can limit the fields that appear, filter out specific records, and specify the sorting logic of an Entity to improve usability.


    TUTORIAL VIDEO FOR MAGENTRIX ENTITIES


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    Magentrix Entity Checklist >>