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
Within the General tab, you can set Duplicate Rules, Syncing Rules, and Opt Outs.
- Configuring Duplicate Rules allows you to select what action should be taken when duplicate records are detected. 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
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.
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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