**Note: This article is for step 2 of the Salesforce V2 Integration with ClientSuccess. Be sure to follow the steps outlined in the proper order to successfully complete the integration.
With the ability to map Salesforce Account and Contact data to ClientSuccess Clients and Contacts, you'll need to let us know which mappings you'd like to set and sync.
If your CSM hasn't already shared one with you, you can make your own copy of the Salesforce field mappings template here.
A few items to keep in mind as you complete the template:
- Identify frequency of sync wanted, keeping in mind API limits.
- Identify the filter(s) to determine which Clients and Contacts will be synced.
- We recommend creating a boolean (checkbox) field in Salesforce that's updated via formula or workflow. This allows you to configure more custom criteria, but also provides a single identifier for any account that should be syncing with ClientSuccess.
- Other options may include something like Account Type = Customer
- Identify how unique Clients and Contacts will be determined. If you are a new or current customer, we recommend the Salesforce ID.
- Other identifiers could be Client Name for Clients and Email Address for Contacts, though any variation would result in the creation of a new client or contact.
- Client types AND client and contact custom fields must be created in ClientSuccess prior to the step 4 in the Salesforce V2 Integration with ClientSuccess, "Mapping configuration and validation".
- For custom fields, only the field (ie label) need to be created.
- Syncing data from Salesforce Reference fields - In Salesforce, Reference fields store an ID on the Salesforce object and a corresponding friendly name in a separate object. Common examples include Assigned Sales Rep and CSM. Please see Importing Data from Salesforce Reference Fields for more information on how to pull over the friendly name into ClientSuccess.