Can Entities be Enabled for only Default CRM Relationships?

No, entities can be enabled for both default and custom CRM relationships. Here is the procedure for Entity Configuration in the Portal.

  • Once you successfully authenticate the CRM, you can enable the CRM entities from the Portal User Management ➤ Entity Configurations.  
  • You will get the list of the CRM Entities that are related to contact and account from where you can drag and drop any entity to enable the entity for the Portal.
  • After selecting the entities click on the “Save” button to enable the entities for the Portal.
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