Based on user feedback, we’ve recently implemented a new interface for several admin-level settings. It reorganizes the following pages:
- Custom fields
- CRM Fields
- Salesforce Activity Settings
The old way: Previously, to create a new custom field, first you went to the Custom Fields page:
… and then you would have to map it from the CRM Fields page, one tab for import and one for export, for each object type:
The new way: We’ve now merged both functionalities under “Field Configuration.” There are two parts to this page: Default Fields and Custom Fields. Let’s start with the Default Fields.
Default Fields: Here, we have an alphabetized list of SalesLoft's standard, 'out-of-the-box' fields. You will notice that each field has a section for Salesforce Lead and Salesforce Contact. If you choose to map your fields into Salesforce, these sections will display your chosen corresponding Salesforce field and direction (more detail below) for each SalesLoft field.
Let’s map the First Name field to show how it works. Click the gear icon on the line and select “Edit” from the dropdown.
You can now select whether you want to map “First Name” to and from (a) Leads, (b) Contacts, or (c) both in Salesforce. Check the box for each Salesforce object type that you want to map.
Next, select the Salesforce field you wish to map to; this will automatically populate the following fields with the Salesforce API name and field type.
When you get to the “Direction” dropdown, please select one of the following options:
- Populate on Import: Upon first importing a Lead or Contact from Salesforce, I want this field to be populated with any Salesforce data. (Note: This option only brings in data from Salesforce the first time you import a Lead or Contact; it does not update continually)
- Populate on Export: Anytime a change is made in SalesLoft, I want this field to also be updated in Salesforce with that new data, on an ongoing basis.
- Both: I want this field to be populated with any Salesforce data upon first importing a Lead or Contact, and I also want it to take any changes from SalesLoft and update Salesforce on an ongoing basis.
Repeat these steps for any additional fields you’d like to map, selecting the Salesforce field and the mapping direction for each.
Custom Fields: You can also create custom fields that can be used as dynamic tags or mapped to and from Salesforce. Scroll down to the Custom Fields section at the bottom of the page, and click the “+ New Custom Fields” button.
Here, you can fill in what you’d like your custom field to be called. If you only need the field as a dynamic tag, you can click the “save button.” If you wish to also map the field to Salesforce, just select the Salesforce object and field you wish to map to and the direction, just as you did with the default fields above. (You can also edit this field and change the settings at any time.)
The old way: Activities and settings previously were found under the CRM Fields page as a tab that could be hard to navigate:
The new way: We’ve moved activities and related settings into new pages that look similar to the Field Configuration, and they can now be found under the new Salesforce Settings page:
You can map default activity fields by clicking the gear icon on the far right and clicking “edit,” then selecting the Salesforce field you’d like to map to.
You can also map additional fields from Salesforce onto Call or Email steps. Just click “+ New Additional Field” at the bottom of the Activities page. You can now select whether you want to map to (a) Emails, (b) Calls, or (c) both in Salesforce. Check the box for each Salesforce activity type that you want to map.
You can also set a Call field to be editable when logging calls rather than having a default value filled in:
This field will then appear as an option to fill in when logging a call:
I can’t find custom fields, how do I add a new one? Custom fields are now listed alongside Default People fields at the bottom of the Field Configuration page. You can add fields for dynamic tags, and also map them to Salesforce if you’d like.
Where do I add a field to show up on a Call step? You can add fields from Salesforce under “Additional Fields” at the bottom of the Activities page, now found under Salesforce Settings. If you set the field to be editable when logging calls, you will see it during a call action.
What if I only want Salesforce data to come in for a field when I import a Contact or Lead, but I don’t want it to update Salesforce if it changes in SalesLoft? You can set this up on the Field Configuration page. When you click the gear icon and select the field mapping, under direction choose “Populate on Import” and the data will only come in with that field from Salesforce when you import the Contact or Lead. Changes in SalesLoft will not push back into Salesforce.
I selected "both" on the direction, but when I make more changes in Salesforce it does not reflect them in SalesLoft? Currently, SalesLoft's Salesforce functionality only allows you to bring in fields the first time you import a Lead or Contact from Salesforce, but it will not continue to update from Salesforce after that. You can, however, update Salesforce with all changes in SalesLoft. Coming soon: Advanced Salesforce Sync that allows bi-directional data changes. Keep an eye out!