Salesforce Object Mapping: Event Mapping

When configuring a Salesforce Object Mapping, you can choose what Event VanillaSoft will send data through to Salesforce, and create Mappings so the information is stored correctly. Event Mapping defines what information is passed if you opted to create Events for "Appointment" or "Call-Back" Result Actions. For more information on Activities Configuration, please refer to our Salesforce Object Mapping: Activities Configuration article.

 

Salesforce Object Mapping: Salesforce Event 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 Activities (Tasks/Events) and check the boxes to enable.
    eventchecks.png
  6. Select Event for the type of Activities to create.
    eventselect.png
    • You can also Enable Call History Export to send Call History information to Salesforce. activityhistory.png
  7. Go to Salesforce Event Mapping and click on Edit Mapping.
    eventmapping.png
  8. Click on VanillaSoft Field to choose the data to send from VanillaSoft.eventfield.png
    • If No Field - Uses Default Value is selected, enter in a Default Value. eventdefault.png
  9. When Mapping is done, click on Apply.eventapply.png
  10. When done, click on Save.activeconfiguration.png

 

Learn more about Salesforce Object Mapping from the articles below:

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