Salesforce Field Mapping Overview
This guide walks you through mapping Salesforce fields to our platform, ensuring seamless data synchronization.
- Identify source and target objects.
- Define field transformations.
- Test the mapping configuration.
Step‑by‑Step Mapping Process
- Log in to your Salesforce account and navigate to Setup → Object Manager.
- Select the source object (e.g.,
Lead). - Open Fields & Relationships and note the API names of fields you wish to sync.
- In our Integration portal, go to Configuration → Field Mapping and add a new mapping.
- Choose the target object (e.g.,
Contact) and map each source field to the appropriate target field. - Save and click Test Sync to verify data flow.
Sample Mapping Table
| Source Object (SF) | Source Field (API) | Target Object (Our Platform) | Target Field | Action |
|---|---|---|---|---|
| Lead | FirstName | Contact | first_name | |
| Lead | LastName | Contact | last_name | |
| Lead | Contact | |||
| Lead | Company | Account | company_name |
Frequently Asked Questions
Can I map custom fields?
Yes. Custom fields appear with a __c suffix in Salesforce. Just reference the API name when creating the mapping.
What happens if a source field is empty?
The target field will be left unchanged unless you enable “Overwrite with null” in the mapping settings.
How often does synchronization occur?
Sync runs every 15 minutes by default. You can adjust the interval in Settings → Sync Schedule.
Need Help?
If you encounter any issues, reach out to our support team.