Salesforce Object Mapping: Opportunity Mapping

When configuring a Salesforce Object Mapping, you can choose what Opportunity VanillaSoft will send data through to Salesforce, and create Mappings so the information is stored correctly. When an Opportunity is created, VanillaSoft stores the Opportunity Salesforce ID with the Contact for future updates. For more information on Configuration, please refer to our Salesforce Object Mapping: Configuration article.

Note: Only a single Opportunity can be associated with a Contact at a time.

 

Salesforce Object Mapping: Opportunity Mapping

  1. Log in to VanillaSoft as an Admin.
    Login.jpg
  2. Select the desired Project.
    Project.jpg
  3. Under Integration, click on Salesforce Integrations.
    Salesforce.png
  4. Select the desired Integration.
    integration_select.png
  5. Go to Salesforce Opportunity Mapping and check the box Salesforce Opportunity.
    opportunitycheck.png
  6. Click on Edit Mapping.
    opportunitymapping.png
  7. Click on VanillaSoft Field to choose the data to send from VanillaSoft.opportunityfield.png
    • If No Field - Uses Default Value is selected, enter in a Default Value. opportunitydefault.png
  8. When Mapping is done, click on Apply.opportunityapply.png
  9. If additional Update Keys are desired, check the box under 2nd Key. opportunity2ndkey.png
    • Note: If there are multiple 2nd Keys, the data in all fields must match the Contact being updated.
  10. When done, click on Save.activeconfiguration.png

 

Learn more about Salesforce Object Mapping from the articles below:

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