> ## Documentation Index
> Fetch the complete documentation index at: https://docs.unifygtm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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](https://app.unifygtm.com/dashboard/settings/integrations/salesforce),
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.

<Frame caption="Customize which fields are synced to and from Salesforce.">
  <img src="https://mintcdn.com/unify-19/FV7_ax32WGUYsOt7/images/reference/integrations/salesforce/company-field-mapping.png?fit=max&auto=format&n=FV7_ax32WGUYsOt7&q=85&s=c5cc752682aff7d93f6fc97d10951710" width="2304" height="1639" data-path="images/reference/integrations/salesforce/company-field-mapping.png" />
</Frame>

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. To write to custom
fields, they must already exist in Salesforce. See [this guide](https://help.salesforce.com/s/articleView?id=platform.adding_fields.htm\&type=5)
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.

<AccordionGroup>
  <Accordion title="Companies">
    | Field                                  | Description                                                                                                                                                       |
    | -------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------- |
    | **Company Name**<br />*Text*           | Name of the company.                                                                                                                                              |
    | **Domain**<br />*Text*                 | Web domain of the company.                                                                                                                                        |
    | **Address**<br />*Text*                | Physical address of the company.                                                                                                                                  |
    | **State or Province**<br />*Text*      | State, province, region, or territory the company is located in.                                                                                                  |
    | **Country**<br />*Country*             | Country the address is located in.                                                                                                                                |
    | **City**<br />*Text*                   | City, town, or village the company is located in.                                                                                                                 |
    | **Postal Code**<br />*Text*            | Postal code for the company.                                                                                                                                      |
    | **Time Zone**<br />*Text*              | Time zone the company is located in.                                                                                                                              |
    | **Corporate Phone**<br />*Text*        | Corporate phone number for the company.                                                                                                                           |
    | **Status**<br />*Text*                 | Status of the company in the sales lifecycle.                                                                                                                     |
    | **LinkedIn URL**<br />*Text*           | URL to the company's LinkedIn page.                                                                                                                               |
    | **Description**<br />*Text*            | Description of the company.                                                                                                                                       |
    | **Do Not Contact**<br />*Boolean*      | Flag indicating that the company should not be contacted.                                                                                                         |
    | **Founded**<br />*Date*                | Date the company was founded.                                                                                                                                     |
    | **Industry**<br />*Text*               | Industry the company is in.                                                                                                                                       |
    | **Employee Count**<br />*Number*       | Approximate number of employees at the company.                                                                                                                   |
    | **Revenue**<br />*Number*              | Estimated annual revenue of the company.                                                                                                                          |
    | **Revenue Currency**<br />*Text*       | Three-letter ISO 4217 code indicating the revenue value currency type.                                                                                            |
    | **Account Source**<br />*Text*         | Channel this Company record was sourced from.                                                                                                                     |
    | **Unify Metadata**<br />*Text*         | A unique identifier useful for tracking records that Unify writes to.                                                                                             |
    | **Unify Created At**<br />*Date*       | Date and time the record was created by Unify. This will only be populated if Unify created the record; otherwise, it will remain empty.                          |
    | **Unify Updated At**<br />*Date*       | Date and time the record was last updated by Unify.                                                                                                               |
    | **Unify First Written At**<br />*Date* | Date and time the record was first written to by Unify. This will be populated when Unify first creates or updates the record, and it will not change after that. |
    | **Unify Initial Play**<br />*Text*     | Name of the first Unify Play that ran on this record.                                                                                                             |
    | **Unify Initial Play At**<br />*Date*  | Date and time the first Unify Play ran on this record.                                                                                                            |
    | **Unify Most Recent Play**<br />*Text* | Name of the most recent Unify Play that ran on this record.                                                                                                       |
    | **Unify Intent Level**<br />*Text*     | Intent level of the company (either **High**, **Medium**, **Low**, or **None**).                                                                                  |
  </Accordion>

  <Accordion title="People">
    | Field                                                  | Description                                                                                                                                                       |
    | ------------------------------------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------- |
    | **Email**<br />*Text*                                  | Contact email address.                                                                                                                                            |
    | **Address**<br />*Text*                                | Physical address of the person.                                                                                                                                   |
    | **Country**<br />*Country*                             | Country the address is located in.                                                                                                                                |
    | **Postal Code**<br />*Text*                            | Postal code for the person.                                                                                                                                       |
    | **Email Opt Out**<br />*Boolean*                       | Indicates whether the person has opted out of receiving emails.                                                                                                   |
    | **Status**<br />*Text*                                 | Status of the person in the sales lifecycle.                                                                                                                      |
    | **First Name**<br />*Text*                             | First name of the contact.                                                                                                                                        |
    | **First Name Suffix**<br />*Text*                      | Suffix of the first name of the contact.                                                                                                                          |
    | **Last Name**<br />*Text*                              | Last name of the contact.                                                                                                                                         |
    | **Title**<br />*Text*                                  | Job title or position of the contact.                                                                                                                             |
    | **Mobile Phone**<br />*Text*                           | Mobile phone number of the contact.                                                                                                                               |
    | **Work Phone**<br />*Text*                             | Work phone number of the contact.                                                                                                                                 |
    | **Corporate Phone**<br />*Text*                        | Corporate phone number of the contact.                                                                                                                            |
    | **LinkedIn URL**<br />*Text*                           | LinkedIn profile URL of the contact.                                                                                                                              |
    | **Do Not Call**<br />*Boolean*                         | Indicates whether the contact should receive phone calls or not.                                                                                                  |
    | **Do Not Email**<br />*Boolean*                        | Indicates whether the contact should receive emails or not.                                                                                                       |
    | **EU Resident**<br />*Boolean*                         | Indicates whether the contact is a resident of the European Union.                                                                                                |
    | **Lead Source**<br />*Text*                            | Channel this Person record was sourced from.                                                                                                                      |
    | **Last Activity Date**<br />*Date*                     | Date of the last activity or engagement with the contact.                                                                                                         |
    | **Unify Metadata**<br />*Text*                         | A unique identifier useful for tracking records that Unify writes to.                                                                                             |
    | **Unify Created At**<br />*Date*                       | Date and time the record was created by Unify. This will only be populated if Unify created the record; otherwise, it will remain empty.                          |
    | **Unify Updated At**<br />*Date*                       | Date and time the record was last updated by Unify.                                                                                                               |
    | **Unify First Written At**<br />*Date*                 | Date and time the record was first written to by Unify. This will be populated when Unify first creates or updates the record, and it will not change after that. |
    | **Unify Initial Play**<br />*Text*                     | Name of the first Unify Play that ran on this record.                                                                                                             |
    | **Unify Initial Play At**<br />*Date*                  | Date and time the first Unify Play ran on this record.                                                                                                            |
    | **Unify Most Recent Play**<br />*Text*                 | Name of the most recent Unify Play that ran on this record.                                                                                                       |
    | **Unify Most Recent Play At**<br />*Date*              | Date and time the most recent Unify Play ran on this record.                                                                                                      |
    | **Unify Initial Sequence**<br />*Text*                 | Name of the first Unify Sequence this person was enrolled in.                                                                                                     |
    | **Unify Initial Sequence At**<br />*Date*              | Date and time this person was first enrolled in a Unify Sequence.                                                                                                 |
    | **Unify Initial Sequence Step At**<br />*Date*         | Date and time this person first completed a step in a Unify Sequence.                                                                                             |
    | **Unify Most Recent Sequence**<br />*Text*             | Name of the most recent Unify Sequence this person was enrolled in.                                                                                               |
    | **Unify Most Recent Sequence At**<br />*Date*          | Date and time this person was most recently enrolled in a Unify Sequence.                                                                                         |
    | **Unify Most Recent Sequence Step At**<br />*Date*     | Date and time this person most recently completed a step in a Unify Sequence.                                                                                     |
    | **Unify Most Recent Sequence Status**<br />*Text*      | Status of the most recent enrollment for this person. The statuses shown on enrollments in Unify are the same values that will be written to Salesforce.          |
    | **Unify Initial Reply Classification**<br />*Text*     | High-level classification of the initial reply received from a person. It will be either "Positive", "Objection", "Neutral", "Automated", or "Negative".          |
    | **Unify Most Recent Reply Classification**<br />*Text* | High-level classification of the most recent reply received from a person. It will be either "Positive", "Objection", "Neutral", "Automated", or "Negative".      |
    | **Unify Initial Reply Tags**<br />*Text*               | Comma-separated list of classification tags of the initial reply received from a person. For example, "Willing to Meet, Needs More Info".                         |
    | **Unify Most Recent Reply Tags**<br />*Text*           | Comma-separated list of classification tags of the most recent reply received from a person. For example, "Willing to Meet, Needs More Info".                     |
  </Accordion>

  <Accordion title="Email Messages">
    | Field                                | Description                                                                                                    |
    | ------------------------------------ | -------------------------------------------------------------------------------------------------------------- |
    | **Universal Message ID**<br />*Text* | Globally unique identifier that exists for all email messages.                                                 |
    | **Sender**<br />*Text*               | Reference to the user, contact, or lead who sent the email.                                                    |
    | **Recipients**<br />*Text\[]*        | List of users, contacts, or leads who received the email.                                                      |
    | **Subject**<br />*Text*              | Subject of the email.                                                                                          |
    | **Content**<br />*Text*              | Body of the email.                                                                                             |
    | **Sent At**<br />*Date*              | Date and time the email was sent.                                                                              |
    | **Is Bounced**<br />*Boolean*        | Indicates whether the email bounced.                                                                           |
    | **Bounced At**<br />*Date*           | Date and time the email bounced.                                                                               |
    | **Click Count**<br />*Number*        | Number of times a link in the email was clicked. Only links to sites with the Unify intent client are tracked. |
    | **Clicked At**<br />*Date*           | Date and time a link in the email was first clicked.                                                           |
    | **Is Marked as Spam**<br />*Boolean* | Indicates whether the email was marked as spam by a recipient.                                                 |
    | **Marked As Spam At**<br />*Date*    | Date and time the email was marked as spam by a recipient.                                                     |
    | **Is Opened**<br />*Boolean*         | Indicates whether the email was opened by a recipient.                                                         |
    | **First Opened At**<br />*Date*      | Date and time the email was first opened by a recipient.                                                       |
    | **Last Opened At**<br />*Date*       | Date and time the email was last opened by a recipient.                                                        |
    | **Track Opens**<br />*Boolean*       | Indicates whether open tracking was enabled for the email.                                                     |
    | **Is Opted Out**<br />*Boolean*      | Indicates whether the recipient opted out of receiving emails.                                                 |
    | **Opted Out At**<br />*Date*         | Date and time the recipient opted out of receiving emails.                                                     |
    | **Enrolled By Play**<br />*Text*     | Name of the Play that enrolled the recipient in the sequence.                                                  |
    | **Sequence Name**<br />*Text*        | Name of the sequence linked to the email.                                                                      |
  </Accordion>
</AccordionGroup>
