Field mapping allows you to specify what Cognism data or custom values will flow into your Salesforce when new or existing data is exported from the Cognism Web Application or Chrome Extension.
Go to Settings > Integrations > Salesforce > Settings Cog (next to Log Out).
You can decide how records should be exported and how records should be updated in your CRM. Here you have options to configure different actions when a lead, contact, account, task, or campaign is being exported or synced to Salesforce. These can be configured in their respective tabs.
Info
Field Mapping settings are only available to the Cognism Admin user and changes will affect all users.
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General
Within the General tab, you can set Export Rules for users. This includes:
- Enabling/disabling the ability for users to create new Accounts in your Salesforce CRM or enabling/disabling users the ability to update existing Accounts.
- Decide if existing Leads or Contacts should be updated with Cognism data.
- Sync your Opt Outs
- Prevent an export if the Contact can't be associated with an Account.
These settings allow you to keep your Salesforce CRM well organised.
Lead and Contact
Within the Lead and Contact tabs, you can configure what the Cognism data is mapped to in Salesforce by selecting an option to be mapped from the picklist.
The following Cognism mappings are available:
You can decide what you map certain fields to in your Salesforce. The fields can be custom fields, for example lead source - we recommend creating a custom field “cognism_source” to map to in your lead and contact object.
|
Cognism Mapping |
Definition |
|
First Name |
Person’s first name |
|
Last Name |
Person’s last name |
|
|
Person’s main email address |
|
Company Name |
Person’s company name |
|
Job Title |
Person’s Job Title |
|
Office Phone |
Person’s office number |
|
Mobile Phone |
Person’s mobile number |
|
City |
Person’s City |
|
Country |
Person’s Country |
|
State |
Person’s state |
|
Street |
Company’s street address |
|
Zip Code |
Company’s Zip code |
|
Website |
Company’s website |
|
Industry |
Category of industry person works in |
|
Source |
Where the record was created |
Account
Within the Account tab, you can configure how and what account data is mapped over from Cognism to Salesforce.
Info
The Company Revenue field does not convert the currency when mapped to your Salesforce field. E.g. if your revenue field in Salesforce is set as GBP, all values will be mapped as unconverted GBP. ($100,000 -> GBP 100,000)
The following Cognism mappings are available:
|
Cognism Mapping |
Definition |
|
Company Name |
Company’s name |
|
Company Alias |
Alias of the company |
|
Company Website |
Company’s website |
|
Number of Employees |
No. of Employees at the company |
|
Industry |
Industry which the company operates in |
|
Company Type |
Organization type |
|
Company Country |
Company’s country |
|
Company State |
Company’s state |
|
Company City |
Company’s city |
|
Company Address |
Company’s HQ address |
|
Company Postcode |
Company’s HQ Postcode |
|
Company Phone |
Company’s HQ phone |
|
Company year founded |
Year company was founded |
|
Source |
Where the account originated from |
If you are a Cognism Engage user, you can configure field mappings for tasks and campaigns to ensure they are synced correctly to Salesforce.
Task
Within the Task tab, you can configure how and what task data is mapped over from Cognism to Salesforce.
The following Cognism mappings are available:
|
Cognism Mapping |
Definition |
|
Task or Email Status |
Status of an Email or Task |
|
Task or Email Priority |
Priority of an Email or Task |
|
Task Type or Email Subject |
Type of task or Subject of an Email |
|
Task Description or Email Content |
Description of a task or content of an email |
Campaign
Within the Campaign tab, you can configure how and what campaign data is mapped over from Cognism to Salesforce.
The following Cognism mappings are available
|
Cognism Mapping |
Definition |
|
Cognism Campaign Name |
Name of the campaign created with Cognism |
|
Cognism Campaign Start Date |
Date that the Campaign started |
Update Rules
When data is being mapped into Salesforce, you have the option to configure an Update Rule. Cognism data can be applied if the datapoint was not previously mapped or you can choose to overwrite data points with Cognism Data every time you export/sync to Salesforce.
Export Settings
Click the Settings cog next to the update rule dropdown. You can toggle the behaviour of an export for individual mappings with the following options:
- Read Only Option - If enabled, user will not be able to make any changes to this field.
- Is Visible Option - If enabled, user will be able to see this field in the edit during export.
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