Salesforce Field Mapping

Our integration with Salesforce allows administrators to map fields from the Opportunity, Account or Contact page in Salesforce to custom fields in ClientPoint on the Info screen.  

Before fields can be mapped into ClientPoint from Salesforce, you will need to obtain the field API names in Salesforce and setup the custom fields in ClientPoint. 

For standard field, the field API name is the same as the name. For example, the "Amount" field API name is "Amount".

For custom fields, the field API names end with the suffix "__c". For example, if the field is "Follow Up Notes", the field API name "Follow_Up_Notes__c".

To setup field mapping, follow the instructions below:

1. First, the fields to map from Salesforce into ClientPoint, do they correlate with the default fields in ClientPoint.  Default fields are Division, Region, Market, Services Category, Revenue, Client Name and Assigned To. 
   
   If not, sign into ClientPoint with an Administrator account and create custom fields in ClientPoint based on the fields in Salesforce. Custom fields will be added to the Info screen in ClientPoint. If there are drop-down fields, make sure that the options are the same between Salesforce and ClientPoint. 
   
   Here are instructions to create custom fields in ClientPoint. 
   
   
2. Once you have the custom fields created.  Sign in to Salesforce with a Salesforce administrator account. Go to Setup. 
   
   
3. In Setup, go to Object Manager and search for "Opportunity", "Account" or "Contact". 
   Here is an example showing Opportunity.
   
   
   
4. Click on Opportunity to view the details.  On Details, to the left, click on "Field and Relationships" to view all field and field name (i.e. field API name).  The same can be done in Account and Contact.
   
   
   
5. Copy the field API names for the fields that will be mapped from the Opportunity in Salesforce to Info in ClientPoint.  Save this somewhere you can access easily, you will need this for Step 8. 
   
   
6. Once you have the field names.  In ClientPoint, go to Settings > Integrations. 
   
   
   
7. On Integrations, scroll down to Salesforce CRM, click "Manage" and choose "Field Mapping". 
   
   
   
8. In CRM Mapping Fields pop-up, you'll see "Standard Fields", "Custom Fields" and "Recipient Fields". 
   
   Standard Fields are default fields in ClientPoint which are: Division, Region, Market, Services, Category, Revenue, Client Name and Assigned To. 
   
   Custom Fields are fields created by an Administrator in ClientPoint.
   
   Recipient Fields are fields for the recipient contact form.  Map fields from Contacts in Salesforce to the corresponding fields in the recipient contact form.  
   
   
   
   
9. Copy and paste your field API name from Salesforce into the appropriate field in CRM Mapping Fields under Field API Name. 
   
   
   
10. Click Submit to Save the field API names.
    
    
    
11. To test, in Salesforce, open an Opportunity.  Ensure the fields you are mapping are completed in the Opportunity.  Once you're done, under Details > ClientPoint > Click New to create a new ClientPoint. 

For assistance or questions please reach out to support.  Email support@clientpoint.net.