Field Mappings
Understand how to configure and use Salesforce field mappings in Unify.
Overview
Unify can sync data between Salesforce objects and Unify objects. However, the exact objects and fields in Salesforce differ from Unify, so Unify needs to understand how to sync data between the two systems. This is done using field mappings.
Setup
Change field mappings
When you first connect your Salesforce instance, Unify will automatically prepare the field mappings for you. If you use any custom fields in place of standard Salesforce fields, you may want to update the mappings before Unify starts syncing data.
In the Salesforce integration settings, look for the Company, Person, and Email Message field mappings at the bottom of the page. Select one to view and edit the field configuration.
Customize which fields are synced to and from Salesforce.
You can return to update these mappings any time in the future, so you don’t need to worry about getting them perfect right off the bat!
(Optional) Create custom fields
You can write values to standard fields and custom fields. In order to write to custom fields, they must already exist in Salesforce. See this guide for instructions on creating custom fields in Salesforce.
While some of the fields Unify can write exist as standard fields in Salesforce, many of them do not. In particular, Unify-specific fields (like the name of the Sequence a person was enrolled in) do not exist in Salesforce by default. In order to write these values to Salesforce, you will need to create custom fields before mapping them.
Available fields
Below is a full list of the values that can be configured in the field mappings for each object type. Some of these are standard fields, while others provide Unify-specific information, such as the name of the Sequence that a person was enrolled in.