Once we have these two fields in both the objects, we need to map them. To map these objects, follow below steps; 1. Navigate to Setup, in App Setup and click on Customize. Then, select Leads >> Fields, the lead fields will get displayed in the screen.
How do I map data in my import file to Salesforce?
The transformation spec (spec.csv) provides the instructions for how to map the data in your import file to Salesforce data fields. The spec.csv file contains four fields: The Salesforce field you want to map to. The field in your import file you want to map.
How do I map an attribute to a field in Salesforce?
When mapping Attributes to fields in Salesforce, map to fields of the same Data Type. For example: a Date field in Salesforce should be mapped to a Date field in the Marketing Cloud. You can map an Attribute to a Salesforce Account field, however, we don't have rights to edit 'Account' fields in Salesforce.
Why can’t I select a field in the Salesforce integration list?
If the Salesforce field you are looking for does not appear in the list to select, then that field is not supported by the Integration OR Field Level Security is not set to visible.
Why can't I map to a custom field?
If you are attempting to map to a custom field, review the field's security setting and make sure that the System Administrator and any other Marketing Cloud User profiles have visibility set to "Yes."
What is the default value for the description field in Salesforce?
What files are needed for transformation specs?
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How do I map a field 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.
How do I map a field in another object in Salesforce?
Create Staging FieldsGo to Setup, then click Object Manager.Find and select the NPSP Data Import object.Click Fields & Relationships.Click New.Select Picklist, and click Next.Enter these details: Field Label: Donor Survey Status. ... Click Next, then Next, then Save.
How do I create twin fields in Salesforce?
Create Twin Fields on the Quote LineIf you're not still on the setup page, click. and click Setup. The Setup page opens in a new tab.Click Object Manager.Click Quote Line.Click Fields & Relationships.Click New.Click Picklist.Click Next.For Field Label, enter Size .More items...
How do I add multiple custom fields in Salesforce?
Steps to Bulk Create Multiple Fields in ONE GO: Use Template (Refer sample template by Clicking "Download Sample Fields Template" button) to add Multiple fields or click "Add New Row" to add multiple rows. and Drag-drop or select excel/csv file, if you are using template file to create multiple fields.
How do I copy a field from one object to another in Salesforce?
Select the Fields which you want to clone by selecting checkbox in-front of each row. Once source fields are selected, Click “Clone Fields to Target Object” button to Clone fields from Source Object to Target Object.
What is field mapping?
A field mapping describes how a persistent field maps to the database. If necessary, it also contains data on how to link the field to the data of its owning object, and how to link the field to the data of any related objects (if the field represents a relation to one or more other persistent objects).
What is Twin field in CPQ?
Certain pairs of CPQ objects pass custom field values from the first object to the second object when the second object is created. The values pass if the custom fields are editable, have matching field types, and have matching API names. These field pairs are known as “Twin Fields”.
What are special fields in CPQ?
Salesforce CPQ Special FieldsFieldObject/ LocationData TypeContractedAccountIDQuoteFormula as textContractGroupContractsTextCustomActiveContractContractsCheckboxCustomNameQuote or Quote DocumentFormula as text19 more rows
What is configuration attribute in Salesforce CPQ?
A configuration attribute: Applies its value to your bundle's fields even if those values aren't shown in your line editor field set. Inherits the type of the field it targets. For example, if you target a picklist, the configuration attribute appears as a picklist with all the targeted field's values.
How do I mass upload a field in Salesforce?
Go over your object tab in your Salesforce instance and click on 'Import' for starting the import. Choose which object type you wish to import or update. Choose whether you want to import new records, update existing records, or do both at the same time. Choose the CSV file you wish to use for the import or update.
How do you make a field faster in Salesforce?
Try It YourselfIn your Salesforce org, click. ... Click the Object Manager tab. ... From the Object Manager. ... From the sidebar, click Fields & Relationships. ... Click New to create a custom field. ... Next, choose a data type.More items...
How do I use schema builder in Salesforce?
How Do I Access Schema Builder?Click an object and move it to any space on the canvas. ... Click Auto-Layout to sort the layout of the objects in your schema. ... Click View Options to: ... The Elements tab lets you drag and drop new custom objects and fields onto the canvas.More items...
What is the default value for the description field in Salesforce?
Use Imported from XYZ.csv as the default value for the Description field in Salesforce.
What files are needed for transformation specs?
Transformation specs must be CSV files. XML and JSON files are not supported.
What is the default value for the description field in Salesforce?
Use Imported from XYZ.csv as the default value for the Description field in Salesforce.
What files are needed for transformation specs?
Transformation specs must be CSV files. XML and JSON files are not supported.
