While your CRM's Lead and Contact fields map to SalesLoft Person fields, CRM Account fields map to SalesLoft Accounts (same name, keeping it simple).
All SalesLoft Account fields can be edited from the Account’s Profile page. But in order to complete an import from your CRM into SalesLoft or push data from SalesLoft to your CRM (and vice versa), the SalesLoft Account fields need to be mapped to the appropriate CRM Account fields.
To configure your Account fields, go to the Field Configuration tab under your Team Settings, then navigate to the Account Fields tab at the top of the page.
Things to Note:
- SalesLoft requires two field values to create an Account in SalesLoft. They are Account Name and Domain. Due to these requirements, you must map these fields if you would like CRM Accounts to be created in SalesLoft.
- SalesLoft does not assign default field mapping for CRM Sync. If you wish for information to sync between the two platforms, you must set the field mapping.
In this article, you will learn all about Account field configuration between SalesLoft and your CRM, including:
- Account Field Mapping
- The Account Tier Field
- Add a Custom Account Field
- Set Up Custom Picklist Values for Account Fields
- SLU: What to Map and Why: Account Fields (Video)
Let’s get to mapping those fields!
Person and Account field mapping uses the same process with a slightly different layout. Your SalesLoft Account column contains the standard SalesLoft field name. To the right of the SalesLoft Account field, you can view the CRM Account field information and edit the field mapping for default fields. You can also add custom fields to map to your CRM fields that do not exist in SalesLoft.
Follow the instructions below to map your fields. For this example, we will map the Domain Account field:
- Connect SalesLoft to your CRM Main Connector account or a Salesforce Sandbox.
- Navigate to the Field Configuration tab under your Team Settings.
- Go to the Account Fields tab.
- Scroll down the list of SalesLoft Account Field Names and find Domain. When you map fields, if you cannot find the field name in your list, you will need to create a custom field.
- Click the ellipses on the Domain line and select Edit Mapping.
- Next to the CRM Field Name, use the dropdown picklist to find the CRM field you wish to map to. For the Domain example, we recommend you may the domain to the Website CRM field.
- Select the Field Name. The CRM API Name and Field Type will populate once the CRM Field Name is selected.
- Set the Direction. The direction says how the field will be updated.
- Click Save.
- Repeat steps 4-9 for any additional fields you’d like to map, selecting the CRM field and the sync direction for each.
Account Tiers help segment sales strategies and allow companies to create focus around the most important Accounts. Team members who sort their steps by Tier can execute Account-based marketing strategies directly from the SalesLoft platform.
As a team admin, you can view and manage the Account Tier values from the Field Configuration tab. The field is listed under the Account Fields tab. Select the field to map and edit the values listed.
By default, SalesLoft offers the following tier values:
- Tier 1
- Tier 2
- Tier 3
Admins can change the Account Tier values by selecting the Edit Mapping from the ellipses icon on the Account Tier row. From the Edit Mapping window, you can:
- Edit an Account Tier Level: Change the name of an existing tier by editing the name in the text box.
- Add an Account Tier Level: Click Add Tier Level. Type in the name of the new tier and hit the enter key on your keyboard.
- Reorder Your Account Tier Levels: Grab the row by selecting the six dots to the right of the priority level name. Then, drag the row up or down.
- Remove an Account Tier Level: To delete a tier level, select the subtraction icon to the left of the priority level's name.
Once your changes have been made, click Save.
The standardized, "out-of-the-box" field names that exist for all SalesLoft teams are known as default fields. However, we at SalesLoft know that your team's use case may go beyond our default field names. So, SalesLoft allows team admins to create your own custom fields in order to map and display record data.
You can create custom fields for each Lead, Contact, or Account field and set them to be mapped to and from your CRM. Any custom fields that are created can be used as dynamic tags.
To create a custom field, follow the instructions listed below:
- Navigate to the right side of your screen, and click the + Add Custom Field button.
- The New Custom Field Mapping box will appear. Fill in the name of your custom field in the SalesLoft Field Name text box.
- Check the Account box as the CRM Object.
- Use the CRM Field Name picklist to select a CRM field.
- Chose the sync direction, just as you did with the default fields above.
- Hit Save.
- Once you have added the custom field, you will see an asterisk next to the field name.
Set Up Custom Picklist Values for Account Fields
Custom field picklist on an Account allows users to select from a list of picklist options in SalesLoft that have the same options as their CRM. Picklists let reps easily edit information about an Account. Having these type of feels available also grants managers and admins confidence that your reps are updating information accurately.
Things to Note:
- Admins, please make sure when you are mapping to a picklist field in your CRM that the options are the same in both systems. Otherwise, you will see sync errors related to the picklists being out of sync.
- You are able to utilize any custom picklist fields in an Automation Rule in the Criteria or Action fields. In order to utilize records to contain no value/-None-, you can select "Is Null" for the operation.
When setting up a picklist value, keep the following guidelines in mind:
- Picklists items cannot be a duplicative value.
- Picklist items cannot be a blank value.
To set up a Custom Picklist in Salesloft, follow these steps:
- Click Add Custom Field on the Field Configuration Section for Account Fields.
- Add SalesLoft Field Name and Field Type to Picklist (Dropdown).
- Add your options in the available text boxes.
- Select the Add an Option to add more picklist items.
- To reorder your picklist entries, select the six dots to the left of the field entry, drag, and drop the picklist item to its preferred spot.
- Click Save. You can now view this field on any person record.
Once a picklist has been created, you do have the option to delete a value, if necessary. This process will look different if the value is used in an automation rule. To delete a picklist value that is not part of an automation rule, follow these steps:
- From the field configuration page, find the picklist item and edit the field. The Edit Mapping module will appear.
- One the right side of the value name, click the minus side icon and select Remove and Replace Option.
- If any Records are currently using this value, use the dropdown to select the replacement value for the picklist option. You can choose another one of the options or the value of --None--.
- Once you select the value you want to replace, select the Replace button. Once a value is removed, an Inactive Picklist Options section will appear with the removed item(s) listed.
- Things to Note: Picklist options that have been deactivated can be Activated at any time. Click the three dots to the right of the Deactivated Option you want to reactivate and click Activate. Now it will return to the Active Picklist Options set.
- If a picklist option is being used by records, the records will maintain the deactivated value but will no longer be able to be selected moving forward for new records and can be Activated at any time.
- Press Save to implement the desired changes. No changes are actually saved until you press the save button. Once you click Save, a confirmation will appear informing you of a successful Field Configuration change.
When a picklist option you would like to delete is being used by an Automation Rule, you will be notified that you are not able to remove that option. You can click Show Places to see the areas that this value is being used. You can click the name of the individual Automation Rules to navigate directly to the Automation Rule and remove that from the rule or leave it alone.
SLU: What to Map and Why: Account Fields (Video)
Want to know more about Account field mapping, but prefer a video format? Visit SalesLoft University to see the What to Map and Why: Account Fields video tutorial.