How to manage field mapping in Salesforce native integration

Follow

Mapping fields

On this section, you can customise how the fields of the different Bloobirds' objects are synchronised to Salesforce.

Bloobirds shows a list of all fields that are being synchronised to Salesforce.

Sf_pic_1.png

You can map to Salesforce different type of fields such as Leads, Companies, Opportunities... 

Captura_de_Pantalla_2022-06-03_a_las_9.25.43.png

Creating new fields

To create a new field, you will be asked to fill in the Salesforce field name corresponding to the Bloobirds field. 

You have to manually enter the name of your Salesforce field. Please make sure to use the exact same spelling of the field name as in your Salesforce API.

sf_3.png

Note

Only certain types of fields can be mapped on Salesforce: text, long text, picklist and datetime. If you map a picklist, you must ensure that the values on the Salesforce picklist are exactly the same as in Bloobirds.

Stop synchronisation

You can also decide to stop synchronising one of the objects by switching off the button Synch Bloobirds object with Salesforce leads.

sf_4.png

Mandatory fields

Further down you find the System lead mapping for your information only. This part is configured by our integrations team and cannot be customised.

sf_5.png

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.