How to map deal stages with Salesforce?
When the Salesforce integration is turned on, deals in Kiflo are synced with opportunities in Salesforce.
Every time a deal moves to a new stage in Salesforce or in Kiflo, the corresponding deal will move to the mapped stage on the other side.
This article describes how deal stages can be mapped.
Before you begin
- Make sure the Salesforce integration is enabled: Salesforce
- And you turned on the right settings to sync deals: Settings
To configure deal stages mapping:
- Go to the Manage pas
- Click on Integrations
- Click on Salesforce
- Click on the tab Mapping
- Then select Deals
- And click on the Stage field:
Not seeing the Stage field in the list?
Kiflo automatically maps stages when the integration is turned on. If you don't see the "Stage" field in the list, it must have been deleted.
Click the "Add mapping" button and search for "stage" to create a new mapping.
Map deal stage
Every deal stage in Kiflo must be mapped to another deal stage in Salesforce. And vice-versa.
If you do not have the same number of stages in Kiflo and Salesforce, you can map the same stage multiple times.
Edit mapping
On the left columns are all the stages in Kiflo. On the right column are all the stages in Salesforce.
Below, the stage Qualification in Kiflo is mapped with the stage News Analysis in Salesforce:
In the example below, there are more stages in Salesforce. The stages Qualification and Contract Sent from Kiflo are mapped to many different stages in Salesforce:
Common errors
When saving the mapping, you may see the following error:
It indicates one or more stages are not defined in the mapping.
In the example above, there is a stage named "Opened" in Salesforce that is not mapped with any stage in Kiflo.