In this guide, we will look at:

  • How Salesforce field mapping works

  • Mapping your lead and account fields

  • Default and custom field mappings

How Salesforce field mapping works

Field mappings show you which Salesforce record attributes we will be importing and which Saleswhale fields they will be stored as.

Saleswhale's integration with Salesforce maps the Salesforce Lead/Contact objects to Saleswhale Leads, and the Salesforce Account objects to Saleswhale Accounts.

This integration with Salesforce will import the Lead, Contact, and Account data from the mapped fields when you enroll a Salesforce report to a Saleswhale campaign. You can use the imported data to personalize the email messaging for each of your leads.

For now, we only pull in Salesforce field values on the first import. Any subsequent changes made on your Salesforce records will not be synced across to Saleswhale.

Mapping your lead fields

Saleswhale will pre-map these 5 lead/contact fields below by default because they are required by our system to create a Saleswhale lead record.

  • Id

  • First Name

  • Email

  • Account - Name (for Salesforce Contacts)

  • Account - Id (for Salesforce Contacts)

You can go on to map any number of lead/contact fields in Salesforce to other pre-populated and custom Saleswhale lead fields in the Field Mappings table.

We recommend that you map these 6 fields below so that you can personalize your emails (with merge tags) using the field values:

  • Last Name

  • Account name

  • Company name

  • Job Title

  • Lead Owner Email

  • Job Title

After these fields have been mapped successfully, you can find them when you navigate to your Lead's detail page and click on "Edit Details".


These mapped attributes will not be editable within the Lead's detail page in the Saleswhale app.

Mapping your account fields

The process for mapping your Salesforce account fields to Saleswhale's account fields is very similar to the above process for mapping your lead fields.

Saleswhale will pre-map these 2 account fields by default:

  • Id

  • Name

By pre-mapping the account ID, our system will allow you to associate a Salesforce-enrolled lead in Saleswhale with their respective Salesforce account.

You can go on to map other Salesforce account fields to pre-populated and custom Saleswhale account fields. This is a necessary step for further personalizing your email messaging in Saleswhale using the account field values as merge tags.

Mapping your account fields will also allow you to pull in Salesforce account field values into your Account's detail page within the Saleswhale app. Account fields with no Salesforce field values will show up as "No data".

Difference between default fields and custom fields

Default field mapping

Saleswhale's integration with Salesforce maps some fields automatically. These default field mappings for leads include but are not limited to:

  • Id (Salesforce) -> CRM Object Id (Saleswhale)

  • First Name (Salesforce) -> First Name (Saleswhale)

  • Email (Salesforce) -> Email (Saleswhale)

At this moment, you will not be able to change the mapping of the default fields.

Custom field mapping

Other than the 3 fields above, you will be able to add, remove and map more fields from Salesforce to Saleswhale. This will help you to have more options to personalize the AI's emails and collect more data for your CRM from Saleswhale.

Delete custom field mappings

If you no longer want to sync data between a Saleswhale property and Salesforce field in a custom field mapping, you can delete the mapping.

Please note: only custom field mappings can be deleted in Saleswhale.


What will happen after I map a field?

Saleswhale will import the field data when you enroll a lead or contact report from Salesforce to Saleswhale.

What will happen after I change the mapping of an existing field mapping?

Saleswhale will import the data from the new mapping when you enroll a lead or contact report from Salesforce to Saleswhale.

What if I don't map the Lead Owner field?

If you skip mapping the Lead Owner field, or the field is not mapped successfully to the right type, Saleswhale will round-robin qualified leads to the list of sales reps in Saleswhale, ignoring the pre-assigned Lead Owner in your Salesforce settings.

Read more about mapping the Lead Owner field in Saleswhale here.

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