Our integration with Salesforce allows administrators to map fields from the Opportunity, Account or Contact page in Salesforce to custom fields in ClientPoint on the Info screen. Before fields can be mapped into ClientPoint from Salesforce, you will need to obtain the field API names in Salesforce and setup the custom fields in ClientPoint.
Can you sync Salesforce contacts with Outlook?
Salesforce for Outlook lets you sync up to 5,000 contacts, and isn't case-sensitive when matching contacts.
How do you map fields in Salesforce?
Map Your Custom Lead FieldsFrom the object management settings for Leads, go to the Fields & Relationships, and then select Map Lead Fields.For each custom lead field, choose the field into which you want the information inserted when you convert a lead.Save your work.
Can you customize Outlook contact fields?
In the People (or Contacts) view, click View > Change View > Phone to show the contact folder in list view. 2. Double click to open the contact that you will add a custom field for, and then click Contact > All Fields.
Can you map a custom field to a standard field in Salesforce?
Sometimes we may want to transfer the data that is in a custom lead field to a standard field in ACO. Unfortunately, Salesforce does not have this functionality to map from custom objects to standard objects.
How do I enable field mapping in Salesforce?
From Setup, enter Data.com Administration, then click Field Mapping. Find the field you want to map, and select the custom mapping from the list box next to the field. Click Save.
What is the use of field mapping in Salesforce?
When you subscribe to a field in Salesforce to Salesforce, you map it to a field in your org. This mapping syncs updates between the fields for all shared records. Before you map fields, look at these important best practices.
How do I create a fillable field in Outlook?
To design an Outlook formOn the Developer tab, in the Custom Forms group, click Design a Form, and then select the standard form on which to base your custom form.Add the fields, controls, and code that you want to your new form. ... Set form attributes for the custom form.Publish the form.
How do I use field Chooser in Outlook?
Right-click on the row of column headings and choose Field Chooser. The default field set is Frequently-used Fields. Click on the dropdown arrow and select All Mail Fields. Scroll through the list of 30 fields, then click on Sent and drag it to the column headings row.
How do I customize my Outlook address book?
This way, when you start writing the name of a contact to the address field of an email, Outlook suggests the most relevant contacts first.On the Home tab, in the Find group, click Address Book.Click Tools > Options, and select Custom.Click the up and down. arrows next to the list to move your address books.Click OK.
How do you map custom lead fields to standard contact fields?
Map Lead Fields to Accounts, Contacts and OpportunitiesClick the gear icon in the upper right and click Setup.Click the Object Manager tab.Click on the object you want your Lead field to map to (Account, Contact, or Opportunity)Click Fields & Relationships in the left navigation.Click New. ... Click Next.More items...
How do you map custom fields to standard fields in lead conversion?
From the object management settings for leads, go to the fields section, then click Map Lead Fields. For each custom lead field, choose a custom account, contact, or opportunity field into which you want the information inserted when you convert a lead.
How do I map a lead source in Salesforce?
Option two: Create your lead source mapping processCreate a Lead Custom Field of a Formula Text type : Field Name: Lead Source Text (Hidden) ... Create an Account custom Text field: Field Name: Account Source Text (Hidden) ... Setup Lead field mapping: ... Create process builder on Accounts with the Rule Criteria: