Salesforce Required Fields & Default Values

To ensure smooth data synchronization between VanillaSoft and Salesforce, certain fields must be present and correctly configured in Salesforce. These fields are essential for maintaining data integrity and enabling seamless operations between the two systems.

Account Object Required Fields:

1. Account Name: Mandatory for creating new Account records.
2. Owner: Specifies the owner of the Account and must be a valid Salesforce user.

Contact Object Required Fields:

1. Last Name: Mandatory for creating new Contact records.
2. Owner: Specifies the owner of the Contact and must be a valid Salesforce user.

Lead Object Required Fields:

1. Last Name: Mandatory for creating new Lead records.
2. Company: Required unless the Lead is an individual.
3. Owner: Specifies the owner of the Lead and must be a valid Salesforce user.

Opportunity Object Required Fields:

1. Opportunity Name: Mandatory for creating new Opportunity records.
2. Close Date: Indicates the expected close date of the Opportunity.
3. Stage: Represents the current stage of the Opportunity in the sales process.
4. Owner: Specifies the owner of the Opportunity and must be a valid Salesforce user.

Task/Event Object Required Fields:

1. Subject: Mandatory for creating new Task or Event records.
2. Activity Date: Represents the date of the Task or Event.
3. Owner: Specifies the owner of the Task or Event and must be a valid Salesforce user.

When integrating data, setting default values for fields helps ensure data consistency and integrity. Default values are used for fields that may not have values during data import or synchronization.

Steps to Set Default Values:

1. Access Default Values: Navigate to the appropriate section in your VanillaSoft account where default values can be set.
2. Select Field: Choose the field you want to set a default value for.
3. Enter Default Value: Input the desired default value for the selected field.
4. Save Configuration: Save the changes to apply the default values during data synchronization.

Note: Default values will not overwrite any existing information. They will only be applied if the contact’s field is blank. When setting values for fields such as Team or Lead Source, ensure the information is typed exactly as listed in your project to avoid creating duplicate entries.