Salesforce Object Mapping: Configuration

When creating Object Mapping, you must first ensure that you have entered active and valid Salesforce credentials. Once confirmed, you can proceed with setting up your integration.

Note: More details on Actions can be found in our Detailed Action Breakdown for VanillaSoft to Salesforce article.

 

Salesforce Object Mapping: Configuration

  1. Log in to VanillaSoft as an Admin.
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  2. Select the desired Project.
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  3. Under Integration, click on Salesforce Integrations.
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  4. Click on New Integration to begin the setup.
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  5. Enter a Name for the configuration.
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  6. Open the Action drop-down and select the desired option.
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    • Update Only (Lead or Contact): This will attempt to match by either Salesforce ID or a secondary key to a Lead or Contact object. All mapped fields and objects are updated accordingly if a match is found. If no match is found, it will fail.
    • Update, and create LEAD if no match found: This will attempt to match by either Salesforce ID or a secondary key to a Lead or Contact object. All mapped fields and objects are updated accordingly if a match is found. If no match is found, it will create a new Lead object according to your mapping defined.
    • Update, and create CONTACT if no match found: This will attempt to match by either Salesforce ID or a secondary key to a Lead or Contact object. All mapped fields and objects are updated accordingly if a match is found. If no match is found, it will create a new Contact object according to your mapping. If defined, it will also attempt to match/associate with an Account and update/create an Opportunity.
    • Update and CONVERT LEAD if LEAD match found, and create CONTACT if no match found: This will attempt to match by either Salesforce ID or a secondary key to a Lead or Contact object. If no match is found, it will create a new Contact object according to your mapping. If a Lead object is found to be a match, it will convert the Lead to a Contact and update its fields according to the Contact mapping. If defined in either case, it will also attempt to match/associate with an Account and update/create an Opportunity.
      • Note: When a Lead converts to a Contact, VanillaSoft will attempt to find the correct account as defined by your secondary key for Account objects. If no match is found, it will create a new Account using the mappings defined.
    • Update, and create customer object if no match found: This action will search for a Custom Object, Lead or Contact match. If a match is found, the Custom Object, Lead or Contact is updated. If no match is found, a new Custom Object Item is created.
  7. Click on Select to choose an associated Campaign.
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    • A pop-up window will display a list of your Salesforce Campaigns.
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  8. Select the desired Campaign and enter the Email on Error.
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    • A notification email will be sent to this address should there be any issues with the integration.
  9. Click on Select to choose a Salesforce Object Owner.
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    • A pop-up window will display a list of your Salesforce Users.
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  10. Select the desired User.
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  11. Scroll down to Salesforce Custom Object Mapping and check the Salesforce Custom Object box.
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  12. Click on Select to choose a Custom Object.
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    • A pop-up window will display a list of your Custom Objects.
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  13. Select the desired Custom Object.
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  14. When done, click on Save.
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Learn more about Salesforce Object Mapping from the articles below:

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