Salesforce: How to map variables to Salesforce's fields

One of the customizations available in our Salesforce integration is the ability to map Continually's variable to Salesforce Leads or contacts fields.

How we decide whether a Continually lead should be added as a Salesforce's Lead or Contact.

We search for accounts that has the same Company name in Salesforce, if we found one we will add a contact, if not we will add a lead.

How to map Continually's variables to Salesforce's lead or contact fields

Simply, go to Apps page, find Salesforce and click on View preferences. Click on Lead variable mapping or Contact variable mapping

For the default Salesforce fields, you will be able to choose when Continually will send data. The default behavior is to only sync the default fields when the field is empty or doesn't exist. You can also choose to always overwrite that field or never sync it.

You can't change the mapping for the default Salesforce fields, because they are necessary for the integration to work. But, you can change the syncing behavior for those fields.

You can change the mapping for the other fields to whatever fields you want in Salesforce.

Note: Lead variable mapping and Contact variable mapping are separate settings, you must configure them both depending on your needs and you can have different mapping settings for them.


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