How to map fields with Salesforce?

The native Salesforce integration can be configured to choose for each field if and how it must be synchronized. This provides the high degree of flexibility required to keep your CRM clean.

This page describes how to customize the field mapping between Kiflo and Salesforce.

Before you begin

Make sure the Salesforce integration is enabled: Salesforce
And you turned on the right settings to sync deals: Settings

Customize the mapping:

Go to the Manage page
Click on the Integrations button
Click on Salesforce
Click on the Mapping tab
Then select the type of object you'd like to map

Add mapping

In order to sync a new field with Salesforce:

Click the Add mapping button
Select the source property from Kiflo
Select the target property in Salesforce
Choose the sync rule that describes how the field should be synced
Then click the Add button to save changes

Learn more about sync rules

Remove mapping

If you'd like to stop syncing a field, you can remove the mapping:

Check or more rows (mapping)
Click the Delete button
Then confirm the deletion

Those fields won't be synced anymore. It does not impact/remove the data already sent to Kiflo or Salesforce.

Compatible types

You can only select compatible properties. Text properties can be mapped with text properties, date properties with date properties, and so on.

Here are the compatible property types:

Kiflo property type	Salesforce field type
Single-line text	String, Phone
URL	URL
Email	Email
Multi-line text	Text area, Richtext area
Checkbox	Boolean
Multi-select	Multi-picklist
Single select	Picklist
Date	Date, Datetime
Number	Percent, Double
Currency	Currency
Kiflo user	Salesforce user

Mapping list of values

For Single select or Multi-select properties, every single option must be mapped. A new section is visible when adding a mapping on single or multi-select properties:

The left column represents all possible values in Kiflo and the right column represents all possible values in Salesforce.

Sync rules

For each mapping specify how the data must be synced. There are four different options:

Sync rule	Description
Prefer Kiflo	The most recent value from Kiflo will always overwrite the value in Salesforce. If the field is emptied in Kiflo it won't empty the field in Salesforce.
Prefer Salesforce	The most recent value from Salesforce will always overwrite the value in Kiflo. If the field is emptied in Salesforce it won't empty the field in Kiflo.
Both ways (default)	The fields are synced both ways. The most recent value always overrides the previous one. If it's changed in Salesforce it will update Kiflo, if it's changed in Kiflo it will update Salesforce.
None	The fields won't be synced at all. It's equivalent to removing the mapping.