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    • Many2Many Installation & Set Up Guide

    Owned by Wilmarié Moreland
    Last updated: Sept 13, 2023
    1 min read

    Installing Many2Many for the first time? Dig in and learn about the general configuration and set up options.

     

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    Watch the Setup & Configuration Guidance Video when installing and configuring Many2Many for the first time.

    Here are the general installation & configuration steps:

    Install Many2Many

    Install Many2Many in the relevant Salesforce org in a matter of minutes.

    Configure Many2Many Junction Object(s) (Metadata Configuration)

    There is some configuration needed before Tag Settings can be set up.
    Also, check out the specific examples for using Many2Many in Amp Impact for Geographic Area and Thematic Area tagging.

    Create a Tag Setting

    Tag Setting records define the parameters for the tagging interface, including which objects the M2M component appears on, which object records populate the tag values, and the filtering of those records.