Setting Up Salesforce Integration Field Mappings

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). 

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. 

 

General 

SFGeneral.png

Within the General tab, you can set Update RulesSyncing Rules, and Opt Outs. 

  • Configuring Update Rules allows you to select what action should be taken when a match is found. You have the options to either update the existing prospect and its related account record or don’t create or update duplicate prospect or account records. 
  • Syncing Rules allows you to configure how contacts should be synced with Salesforce. You have the option to sync prospects as Leads or Contacts, as Leads only, or as Contacts only. 
  • Toggle on Opt Outs to sync opt outs to Salesforce’s email opt out list. 

 

Lead and Contact 

SFLead.png

SFContact.png

 

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 

Email 

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 

SFAccount.png

Within the Account tab, you can configure how and what account data is mapped over from Cognism to Salesforce. 

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 

SFTask.png

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 

SFCampaign.png

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 

Screenshot_2022-06-09_at_10.33.31.png

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

ExpRules.gif

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.

 

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.