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Salesforce mapping cheat sheet

Ariana Kemp
  • Updated

*NO LONGER BEING SOLD*

Mapping fields in your Contracts

To begin mapping fields from Salesforce to PactSafe you'll add a token in your Contract that will be populated by Salesforce Opportunity fields:

 

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You can also add a token by typing two curly brackets #{{ to pop open your token list. Either option will give you the option to select a Salesforce field:

 
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Note: Currency and dates are automatically converted. Lookup fields for Account and Products can be populated with the value using Salesforce.account.Name. We can also customize the data returned on request, so please get in touch if you have specific needs for data.

 

Advanced users: It's as simple as typing in your field names wrapped with curly brackets. An example for "First Year Revenue" on the Opportunity would be like this (notice the API name for Custom Fields, it's called "Field Name" for default fields):

 

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Our convention for rendering the fields is wrapping them with two curly brackets: ##{{Salesforce.First_Year_Revenue__c}}

 

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Additional Tips and Tricks:

Salesforce.(FieldName) will map from whichever level you're building the request (Account or Opportunity). You can also tell it which level you want it to pull from by using the location in a lowercase reference as shown below.

 

Map from the level that the request is built (account or opportunity)

  • Salesforce.Name; will pull in Account or Opportunity name, depending on where you request is being built

  • Salesforce.CloseDate; will pull in the Close Date associated with the Account or Opportunity, depending on where your request is being built

Map from account level when building request within opportunity

  • Salesforce.account.BillingAddress.city; will pull in the Billing Address City at the Account level

  • Salesforce.account.BillingAddress.state; will pull in the Billing Address State at the Account level

  • Salesforce.account.BillingAddress.country; will pull in the Billing Address Country at the Account level

  • Salesforce.account.BillingAddress.PostalCode; will pull in the Billing Address Postal Code at the Account level

Map from other aspects of Salesforce

  • Salesforce.primary_contact.Name; will pull in primary contact First Name

  • Salesforce.products.1.Name; will pull in the first product name

  • Salesforce.products.1.UnitPrice; will pull in the first product price

Map custom fields

When mapping custom fields, you will want to use the API Name to map in the field.

  • Salesforce.APIName; will pull in custom fields from the level that the request is being created

  • Salesforce.account.APIName; will pull custom fields from the Account level

  • Salesforce.owner.APIName; will pull custom fields from the Owner level

Salesforce mapping helpful tips

When mapping fields, each word will be case- and space-sensitive. For example, when pulling directly from the level that the request is being built: Salesforce.Name.

 

When mapping from another level, the level you are mapping from will always be lowercase; Salesforce.account.BillingAddress.city.

 

Got questions? We're ready to help! Just open up a chat or email us at help@pactsafe.com.

 

 

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