In this guide, we will look at:
- What are field mappings
- Where to view field mappings
- How do field mappings work?
What are field mappings?
Field mappings show which Salesforce record (Lead/Contact) attributes we will be importing and which Saleswhale fields they will be stored as.
Where to view field mappings?
To view your field mappings, navigate to the Integrations, then select Salesforce.
How do field mappings work?
- the First Name of Leads in Salesforce will be mapped to a Saleswhale field also called First Name
- the Title of your Leads in Salesforce will be mapped to a Saleswhale field called Job Title
These Saleswhale fields can subsequently be used as merge tags in your conversation topic to personalise your AI Assistant's emails.
After these fields have been mapped across successfully, you can find them when you navigate to your Lead's detail page and click on 'Edit Details'.
The mapped attributes will not be editable within the Saleswhale app.
For now, we only pull in Salesforce attributes on first import. Any subsequent changes made on your Salesforce records will not be synced across to Saleswhale.
The difference between default fields and customizable fields
Default field mappings
Saleswhale integration with Salesforce maps some fields automatically. These default field mappings include:
- Id (Salesforce) -> CRM Object Id (Saleswhale)
- First Name (Salesforce) -> First Name (Saleswhale)
- Email (Salesforce) -> Email (Saleswhale)
- Company (Salesforce) -> Company (Saleswhale)
- Owner (Salesforce) -> Sales Rep (Saleswhale)
At this moment, you will not be able to change the mapping of the default fields.
Customizable field mappings
Other than the 5 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.