Configure Default Values

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Explanation

When Unify creates or updates records in Salesforce, it will populate each Salesforce field using the value in the corresponding Unify field. However, sometimes Salesforce requires values for fields that are empty in Unify.

To resolve this, you can specify default values in Unify that will be used as a fallback when writing to Salesforce. You can specify values for Accounts, Contacts, and Leads in the upper right hand corner of the field mapping pages.