Lead or Contact data align to the SalesLoft Person fields. The Lead or Contact data transfers to and from SalesLoft during an import from your CRM into SalesLoft and during a sync update. But before any of these data transfers can take place, the SalesLoft Person fields need to be mapped to the appropriate CRM Lead or Contact fields.
Any SalesLoft admin or user with field configuration permissions can complete the Person field configuration. To access the Person field configuration, go to the Field Configuration tab under your Team Settings.
You will complete your Person field configuration from the Person Field tab. Here you can edit field mapping preferences and add custom fields to map to default fields and CRM fields that do not exist in SalesLoft.
Each Person field has CRM Lead and Salesforce Contact columns. After you map fields, the CRM column will show the CRM field API name, field type, and sync direction that was selected for the mapped SalesLoft field.
In this article, you will learn all about Person field configuration between SalesLoft and your CRM, including:
- Person Field Mapping
- Most Recent Cadence Fields
- Do Not Message Fields
- CRM Person ID
- Add a Custom Person Field
- Set Up Custom Picklist Values for Person Fields
- SLU: Person Field Mapping (Video)
Now the real fun begins. Let’s get to mapping those fields!
Person and Account field mapping uses the same process with a slightly different layout.
Follow the instructions below to map your fields. For this example, we will map the First Name Person field:
- Connect SalesLoft to your CRM Main Connector account or a Salesforce Sandbox.
- Navigate to the Field Configuration tab under your Team Settings.
- Under the Person Fields tab, scroll down the list of SalesLoft Person Field Names and find the First Name. If you cannot find the field name in your list, you will need to create a custom field.
- Click the ellipses on the First Name line
- From the dropdown menu, select Edit Mapping.
- Check the box for each CRM object type that you want to map to. Your options include:
- CRM Leads
- CRM Contacts
- Both: select both boxes
- Once you check the CRM Object Type box, your CRM Field options will appear. Next to the CRM Field Name, use the dropdown picklist to find the CRM field you wish to map to.
- Select the CRM 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 4-10 for any additional fields you’d like to map, selecting the CRM field and the sync direction for each.
The SalesLoft person fields contain six Cadence specific fields. Mapping these fields allows your team to view SalesLoft Cadence information inside of your CRM. Based off of this data, managers can use their CRM to report on the Cadence activities of each team member.
SalesLoft Tip: The most recent Cadence specific field data is not displayed on the Person record in SalesLoft.
To map these fields, you or a CRM Admin will need to modify or create* custom fields in your CRM. For example, you may want to create a "Cadence ID" field on the lead record that will map to the Most Recent Cadence - Cadence ID SalesLoft field.
The Cadence fields map to the following field types:
- Most Recent Cadence - Cadence ID: text field
- Most Recent Cadence - Cadence Name: text field
- Most Recent Cadence - Last Completed Step: number field
- Most Recent Cadence - Next Step: number field
- Most Recent Cadence - Next Step Due Date: date field
- Most Recent Cadence - Next Step Name: text field
* Things to Note: The Insight from SalesLoft dashboard package creates certain fields in your Salesforce instance for you. If your team downloads Insight from SalesLoft, you will not need to create the following Most Recent Cadence fields:
- Cadence Name
- Last Completed Steps
- Next Step Due Date
After your field mapping is complete, these fields will update when:
- A person is added to a Cadence
- A person is removed from a Cadence
- A step in a Cadence is completed on a person
- A person completes all steps in a Cadence
Things to Note: When a person is removed from a Cadence or completes a Cadence, the following field values will be cleared out automatically:
- Most Recent Cadence - Next Step
- Most Recent Cadence - Next Step Due Date
- Most Recent Cadence - Next Step Name
Do Not Message Fields
Contact restrictions include "Do Not Message" options available from SalesLoft. By syncing these contact restrictions with fields in your CRM, you ensure that your CRM remains your source of truth.
This is why SalesLoft has included Do No Message Field on the Person level in your SalesLoft Field Configuration. The fields include the following options:
- Do Not Call
- Do Not Contact
- Do Not Email
- Do Not Message
If you're curious why you may want to use a specific contact restriction, versus a general "Do Not Contact," allow us to provide a use case for restricting text messaging. Texting is heavily regulated and is opt-in only. If a Person opts out of a text message, you may still email them or call them, but messaging will be disabled with SalesLoft's Do Not Message contact restriction.
CRM Person ID
To pull a report of all of the People records that are not connected to your CRM, you can map the Lead and Contact IDs to a SalesLoft field. Use the following chart to map the field(s):
|Person Field Name||CRM Lead Field Name||CRM Contact Field Name||Field Type||Description|
|SFDC Person ID||Lead ID||Contact ID||ID||CRM's unique identifier for Leads and Contacts. Configuring this field with SalesLoft can be helpful when exporting, manipulating data, and determining which records have a linked record in your CRM. Lead ID's start with "OOQ", Contact ID's start with "003".|
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 or Contact field and set them to be mapped to and from Salesforce.
Things to Note: Any custom fields that are created can be used as a dynamic field.
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.
- Select the SalesLoft Field Type from the dropdown menu. You may select one of the following options:
- Date: Adds a date picker field on the SalesLoft Person. This means you can select a calendar date when updating the SalesLoft field. If the field is mapped to Salesforce, it can be mapped to similar date fields (aka date fields that mimic the date format mm/dd/yyyy).
- Text: Add a text field to update Person information. If the field is mapped to Salesforce, whatever information that is entered in the text field will update to your CRM.
- Select the CRM Object you wish to map to (if applicable) .
- Pick the CRM Field Name.
- Chose the sync direction, just as you did with the default fields above.
- Hit Save.
- Once you have added the custom field, the field will appear in the Person fields list with an asterisk next to the field name.
Set Up Custom Picklist Values for Person Fields
Custom field picklist on a Person allow 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 a Person. 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 Person 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: Person Field Mapping (Video)
Want to know about Person field mapping, but prefer a video format? Visit SalesLoft University to see the Person Field Mapping video tutorial.