Configure Click2Create with Business and Property Data in Salesforce Maps

Setting Up Click2Create with Business or Property Data

1. Start by creating a Field Set on the object with which you want to use Click2Create. For example, if you want to create Leads via Business or Property data, create a field set on the Lead object.
2. Navigate to Setup | Installed Packages | Configure for the Salesforce Maps Package. Select the Data Layers tab.
3. Select a Data Layer and select a Salesforce object. As an example use the Business Data Layer and the Lead object.
4. For the Field Set Mapping, you need to select the Field Set to use with the given record type. For example, you can select different Field Sets if your Lead record has multiple record types.
5. Map Several fields from the Business data set to the Lead object. This is telling Salesforce Maps to grab these fields from the Business and save them to these other fields on the Lead object. You don't have to map every field. However, any required fields should be mapped (for example, the Last Name field is required for the Lead object). If you don't map these fields, Salesforce Maps will show an error when you use Click2Create.
6. When finished, select Save. At this point, you should now be able to use Click2Create via Business Data.

Adding the Create Record Button to Layouts

1. Click Settings in Salesforce Maps Configuration
2. Click the Button Sets tab
3. Select Button Set from the dropdown.
4. Click and drag Click2Create into My Position, POI, and Mass Action Layout.
5. Click Save.
6. Click on the Permission Groups tab on the left Menu bar
7. Click on the Permission user/profile is assigned to
8. For the Actions Tab Button set edit and select the Button set updated with the Click2Create button 
9. Click on Save
10. The User now has the button set assigned to them.