How to Map Fields in Salesforce
In the early days of customer relationship management (CRM) and contact software, it was a nightmare when a company changed names or merged with another business — thousands of records would have to be manually updated to make the one change flow across all associated records.
Salesforce solved that problem with field mapping, which is a valuable copying function that can save your team millions of keystrokes by defining what data you want to move in a particular field.
In Salesforce, field mapping organizes and makes updates between the fields for all shared records to make your daily workflows easier while promoting better data integrity across numerous records that are tied to various accounts.
Salesforce allows users to convert leads into Account-Contact-Opportunity directly. Also, users can map several fields in Salesforce. Here are the editions and permissions we need to map fields in Salesforce.
What Fields Are Mapped in Salesforce?
While subscribing a field in Salesforce to Salesforce, you map it as a field in your organization.
Below we discuss some best practices and pro tips you can use when field mapping Salesforce across your organization.
Auto-Mapping Fields in Salesforce
The first time you subscribe to Salesforce field mapping, choose auto-map fields. It will automatically map all your business partner’s fields into your fields. Click Save to make your changes take effect.
For any unmapped Salesforce fields, Salesforce checks to see if the field’s API name matches any of your fields. Still no matches? Salesforce then checks matching field labels, and if there are no matches found, it selects None.
When auto-map fields are selected, it doesn’t overwrite any former selections. Also, it doesn’t affect Salesforce custom fields mapped earlier if you deselect it.
The following Salesforce fields are mapped automatically:
- Lead: Last name and company
- Account: Account name and Last name (if you are using a personal account)
- Attachment: Filename, body, and content type
- Case: Subject
- Case comment: Body and published
- Custom object: Name
- Contact: Last name
- Product: Product name
- Opportunity: Name, Stage, and Closed Date
- Task: Subject
- Opportunity Product: Quantity and Sales Price
Currency Fields Mapping
When the currency field is mapped, a record shared from your connection utilizes a currency. The currency has not been enabled by your org yet. When your organization automatically receives the record, the currency field of the shared record is not updated.
If you accept the record manually, the currency will be updated when your organization uses the same currency. For example, your connection has shared an opportunity with you, which updated the opportunity amount to US$300.
Now your organization use only Euro. So it will not update the updated opportunity amount in your record. The reason is that your organization doesn’t support the U.S. dollar.
When you map a currency field, you or your connection change the currency on a record. Updates you create in the field are no longer promoted to your connection’s org.
Also, updates made by your connection are not reflected in your org. You can map roll-up summary fields to currency fields with the same currency type. For example, the dollar can be mapped to an organization’s currency field that uses the U.S. dollar.
Picklist Fields Mapping
If your picklist value is mapped to “None,” your picklist value will be the same as what your business partner enters. To convert salesforce custom fields to picklist field, stop publishing fields, change the field’s type and publish it again.
To subscribe to a picklist field, the publisher and customer organization’s picklist field must:
- Have the same API name for the picklist field
- Both are limited or not limited to the values defined in both value sets
Quantity and Revenue Schedules Mapping
If your connection’s organization has Quantity Schedules and Revenue Schedules enabled, and you subscribe to the product’s object:
- You have to subscribe to all fields in the related fields. So you can map columns.
- You must use each field to the matching fields in your organization.
Different Types of Field Mapping Salesforce
Salesforce only maps person account fields to person account fields. Similarly, it maps business account fields to business account fields. If you aren’t using personal accounts, but your connection is, the account name is your connection’s account last name.
Your connection has to share a person’s account record in that case. Moreover, you’ll automatically get your last name if you get a personal account. The account name and last name are synced. So any changes will make changes in both.
You can map a lookup field to 80 characters or more text fields. Say your connection changes to a lookup field you’ve mapped to a text field. Furthermore, a standard number field cannot be mapped to a custom field in Salesforce.
Salesforce allows mapping auto-number fields to text fields with 30 characters or more. It also maps formula fields to similar data types fields. However, a field cannot be mapped to formula fields. Above all, it doesn’t support system audit fields.
Unsubscribing to Fields
You are immediately unsubscribed from a field if:
- Your business associate ceases contributing to the field
- A custom field that is linked to a published field gets removed.
- A custom picklist or custom multi-select picklist’s field type is modified (for example, if a custom picklist is changed to a text field)
Best Practices for General Mapping
- While publishing fields, consider sending your business partner information about the fields. This information allows them to make a mapping strategy that makes sense for your program.
- Translate your published custom field names into the languages that your partners utilize.
- If you’re using personal accounts, and your relationship has not enabled person accounts, the person account’s Last Name is used as the Account Name when you share a record. If your connection enables personal accounts, they are automatically subscribed to Last Name. Any changes to the Last Name and Account Name are synchronized.
- If you want to publish the Middle Name, Informal Name, and Suffix fields on contacts, either:
- The fields must be enabled in both your org and your partner’s org
- Your partner’s org must be configured to auto-accept contacts.
How to Map Fields in Salesforce?
As you can see, Salesforce allows the mapping of several fields. However, custom lead mapping is widely used among all. There are many reasons behind this. Building a solid pipeline of leads is the equivalent of setting the base for a successful sale.
A lead is a possibility for any business that is interested in the services provided by the company. Hence, lead management is necessary before closing the sales.
Note that – Lead management is a process that allows you to qualify before moving on to sales.
It provides instant access to sales representatives to keep track of the latest possibilities. Also, it never lets the lead drop.
There are more reasons why lead management is essential for any business. Such as:
- Optimizes the lead processes from beginning to end.
- Automatically directs leads from the company’s webpage.
- Helps the sales representative to make the whole process affordable.
Things to Keep in Mind While Mapping Custom Lead
Keep the following things in mind while custom lead mapping Salesforce for lead conversion:
- A custom lead field can simultaneously map custom accounts, opportunity fields, and contacts.
- Only one source field may be mapped to each target field.
- You cannot add fields in Salesforce and change the field type included in the Lead Custom Field Mapping. To do so, you need to remove its mapping first.
- Also, you cannot delete a field or uninstall a field included in the Lead Custom Field Mapping. Remove its mapping first to delete or uninstall the package.
How to Convert a Lead into a Contact in Salesforce?
- Click “Convert” in a lead record.
- Choose the existing account or create a new account in the “Account Name” field.
- Choose the existing contact or new contact in the “Contact Name” field.
- Choose the existing opportunity or create a new one in the “Opportunity Name” field.
- If you don’t create an opportunity, choose “Don’t create an opportunity upon conversion.”
- Finally, click on “Convert.”
Conversion of Lead Using Apex
The ConvertLead Database method converts a lead into an account, contact, and Opportunity. It generates a LeadConvert object. Then, it sets the status of LeadConvert into “convert” and permits a case of LeadObject to the ConvertLead Database method.
Here is how lead conversion is done in Salesforce:
- Go to Setup on the lightning home screen.
- In the Quick Find box, type “Object” and then go to “Object Manager.” Type “lead” scroll down, and click “Lead.”
- Choose Fields & Relationship and then click on Map lead Fields.
- Select the contact field where you want to insert the information while converting a lead.
- Lastly, click Save to save the mapping.
Frequently Asked Questions
1. How Do I Map Data Fields to Data Fields in Salesforce?
- From Setup > enter Data.com Administration
- Then click Field Mapping.
- Choose the field where you want to map.
- Choose the custom mapping and click Save.
2. How Do You Map a Field from Lead to Opportunity in Salesforce?
- Click Setup > Object Manager
- Click on the Lead Object
- Click Fields & Relationship > Map Lead Fields
- Select the Opportunity fields where you want to insert the information while converting a lead.
- Click Save.
3. How Do I Map a Field in Salesforce Lightning?
- Setup > Object Manager > Lead
- Choose Field & Relationships
- Click Fields & Relationship > Map Lead Fields
- Click Map Lead Fields and choose Account/Contact/Opportunity object
- Map the fields where you want to insert the information while converting a lead.
- Click Save.
4. What is the Difference Between Dataloader and Dataloader io?
Dataloader is used for bulk import and export of salesforce data mapping. It inserts, update, export, or delete Salesforce records. On the other hand, Dataloader.io is a cloud-based data import application run by Mulesoft.
Log in to your Desired Environment:
5. How Do I Use Dataloader IO in Salesforce?
- Setup > enter Dataloader.io
- Select Dataloader.io
- Click Launch Dataloader.io
- Click Login with Salesforce
- Verify your login
Step 1: Setup > Dataloader.io & Click Launch Dataloader.io
Step 2: Click login with Salesforce and verify the Login.
Step 4: Once you log in, choose your task.
Step 5: Select your object.
Step 6: Select your source.
Step 7: Complete the mapping.
Step 8: Save and Run your operation.
The Salesforce map makes it more effortless for businesses to visualize essential data. Correspondingly, it brings insights needed to improve field operations and increase revenue. Hence, it is necessary to know how to map fields in Salesforce. We hope our article has helped do so to some extent.