Opportunity Field Configuration

SalesLoft gives you the ability to view, edit, and access Salesforce Opportunities from the SalesLoft platform. 

By configuring Opportunity fields, you assign the information that is shared between Salesforce Opportunities and SalesLoft.

In this article, we will go over Opportunity field configuration, including:

• List of Available Opportunity Fields
• Mapping Opportunity Fields
• Custom Opportunity Fields 

List of Available Opportunity Fields

 SalesLoft has a select number of Opportunity fields that may be mapped to standard Salesforce Opportunity fields. 

The following list breaks down those available fields: 

Mapping Opportunity Fields

To set your Opportunity field configuration to the standard Salesforce Opportunity fields, follow these steps:

1. Navigate to the Opportunity Fields tab by accessing your Team Settings, selecting Field Configuration, and clicking the Opportunity Fields tab.
2. Find the SalesLoft field you would like to map and select the ellipses on the same line.
3. Click Edit Mapping.
4. Use the Salesforce Field Name dropdown picklist and chose the appropriate Salesforce field.
5. Choose the Direction for the data sync.
6. Click Save.

Custom Opportunity Fields

Additional custom fields can be added and mapped from the Field Configuration page and imported from the Salesforce Opportunity object, as fields that will be visible in the Opportunities panel. You may select to have read-only or use bi-directional fields. 

To set custom Opportunity fields, follow these steps: 

1. Navigate to the Opportunity Fields tab by accessing your Team Settings, selecting Field Configuration, and clicking the Opportunity Fields tab.
2. Scroll to the bottom of the page to find the Custom Fields section. 
3. Click + New Custom Field. 
4. Enter the SalesLoft Field Name.
5. Select the SalesLoft Field Type from one of the following options:
   • Date: Will display a date picker on the Opportunity panel within the Person and Account pages.
   • Text: Will display a text field that users can type into.
6. Choose the Salesforce Field Name you will map to.
7. Select the Direction:
8. Click Save.