ExactInsights: Salesforce Integration Field Mapping
- From your Profile menu , click on CRM Integrations
- On the "CRM Integration" screen , select the SalesForce integration you would like to map fields for and click on "Set Fields Mapping"
- ExactInsights can export data to salesforce for the following objects:
- Account
- Contact
- Lead
- When exporting contact data, ExactInsight can export information to the "Leads" or "Contacts" Objects. Selecting the object the contacts will be exported to is required per integration.
- Use the Fields Mapping UI to map all the fields you would like Exact Insights to export data to. Mandatory fields for each object are marked in Orange.
- For custom fields, it is possible to determine the name of the column in Salesforce to which data will be exported.
- Mark the "Allow Override" checkbox to enable field updates in case it already exists in Salesforce and contains values.
- Click "Save"
- The following columns will be created implicitly by ExactInsights when exporting data to Salesforce and do not require mapping:
- Explorium Enrichment Date (Date)
- Lead Source (Value = "Explorium")
Updated 8 months ago