In This Article:

    Field Mapping Options

    In This Article:

      This document describes how the integration links data between Salesforce contacts and Engage supporters for the initial sync and for all subsequent syncs.

      The initial sync rules apply when an Engage Supporter is automatically matched with a Salesforce Contact.

      • Use Salesforce Value, Unless Blank — If Salesforce is blank, then update Salesforce with value in Engage. If Salesforce is not blank, sync will overwrite Engage value with existing Salesforce value.
      • Always Use Salesforce Value, Even if Blank — Engage overwrites with what’s in Salesforce, even if the field is blank in Salesforce.
      • Use Engage value, unless blank — If Engage is blank, then update Engage with value in Salesforce. If Engage is not blank, sync will overwrite Salesforce value with Engage value.
      • Always Use Engage Value, Even if Blank — Salesforce overwrites what is in Engage, even if the field is blank in Engage.
      • Disabled — No data will synchronize for this field.

      These options represent how the integration between Salesforce and Engage should ongoing sync rules for data in this field for a supporter. Ongoing sync rules apply when updates are made in either system on an already synced Salesforce Contact and Engage Supporter:

      • Use Latest Value — Update Salsa Engage and Salesforce using the latest data found in either system.
      • Use Salesforce Value, Unless Blank — If Salesforce is blank, then update Salesforce with value in Engage. If Salesforce is not blank, sync will overwrite Engage value with existing Salesforce value.
      • Always Use Salesforce Value, Even if Blank — Engage overwrites what is in Salesforce, even if the field is blank in Salesforce.
      • Use Engage Value, Unless Blank — If Engage is blank, then update Engage with value in Salesforce. If Engage is not blank, the sync will overwrite Salesforce value with Engage value.
      • Always Use Engage Value, Even if Blank — Salesforce overwrites what is in Engage, even if the field is blank in Engage.
      • Create Update Entry in Salesforce — (Standard Fields Only) Changes made in Engage create an entry in the Supporter Update Queue in Salesforce.
        • Rule Logic:
          1. Updates in Engage are NOT applied to the Salesforce contact until the user decides what to keep between the update and what exists in Salesforce.
          2. Updates to fields in Salesforce with this rule are applied to Engage upon sync.
        • How to find/use the Salsa Engage Updates:
          1. Click on the App launcher in Salesforce.
          2. Search for “Salsa Engage Updates.” Any pending updates are listed. Click into the record and any fields that need review is highlighted yellow.
            SF_Pending_Update.png
        • When Update is Applied: After you decide how an update should be applied to a field, the result will sync back to Engage on the next synchronization.
      • Disabled — No data will synchronize for this field.

      Standard Fields

      Standard fields map automatically by the sync once the integration is connected to the Salesforce account. However, initial and ongoing sync rules may need to be adjusted to suit your business needs, on the Field Mapping screen.
      SF_Field_Mapping_Standard_Fields.png

      Custom Fields

      The Salsa Engage-Salesforce sync allows users to map standard and custom fields on the Contact record to Supporter fields in Engage. However, there are more custom field types that can be created in Salesforce than can be created in Engage. In addition, not all custom fields should be synced. All Salesforce Contact custom fields show up in the Mapping UI, but not all Engage fields need be mapped. This allows users to create Engage custom fields on the fly without auto-mapping and polluting Salesforce with extraneous, marketing-only data. As a result, there is a certain order to follow.
      Salesforce_Custom_Fields.png

      1. Create the field in Salesforce.
      2. Navigate to the Supporter Field Mapping in Engage and the field shows available for sync.
      3. There are multiple options:
        • <Create New Field> in Engage to sync with the Salesforce field.
        • Map to an existing field in Engage. This option allows the user to search for an existing field in the system and sync with it. Only compatible Salsa Engage field types displays in the list, i.e., for Date/Time Salesforce field, only Date/Time Engage custom fields are shown.
        • Do Not Sync with any field in Engage.
          Custom_Field_Mapping_to_Engage.png
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