Every Salesforce.com installation (account) is different and uniquely customized to fit a company's business needs. Custom fields are used to accommodate unique sets of data specific to a company's business. Lead Liaison easily integrates with Salesforce.com custom fields. Custom fields created in Salesforce.com are easily mapped to Lead Liaison's custom fields. This page will help you manage the process of dealing with custom fields in Salesforce.com to make use of them within Lead Liaison.
Salesforce.com has a unique set of standard and custom fields for a lead, contact and account. Alternatively, Lead Liaison has a single set of standard and custom fields for all records. There is no concept of separate contacts or accounts within Lead Liaison. All standard Salesforce.com fields are available for mapping to Lead Liaison. Most standard Salesforce.com fields are automatically mapped to a Lead Liaison standard field.
Management of custom fields and field mappings is accessed via Settings > App Setup > Manage Fields in Lead Liaison |
Removing a custom field in SFDC will disrupt the synchronization process between Lead Liaison and SFDC. |
Sometimes it's necessary to remove a custom field previously created in Salesforce.com. If a custom field is removed it will disrupt the synchronization process between Lead Liaison and Salesforce.com until one of the following two events occur, whichever occurs first.
To avoid a disruption in service we suggest doing the following:
1. Delete custom field in SFDC and remove from SFDC lead/contact layout
2. Run Step 3 of the CRM Configuration Wizard (Import Metadata) immediately after deleting/remove custom field
Renaming a custom field in Salesforce will not affect the integration between Lead Liaison and Salesforce. If the name of the field identifier (some_field_name__c) is changed this will remove the field in Lead Liaison and create a new one. Once a custom field is renamed in Salesforce we suggest renaming the Lead Liaison custom field for parity.
To add a custom field in Salesforce.com do the following:
In the steps below, we're defining a new custom field for a "lead". The same process can be repeated to add custom fields to a "contact" and "account" object in Salesforce.com. |
Want to add a new custom field in SFDC later on and have that synced with Lead Liaison? Just make sure you do the following steps::
1) Create the new custom field in Lead Liaison
2) Create the new field in SFDC
3) Run Step 3 in the CRM wizard
4) Map the fields in Lead Liaison
To add a custom field in Lead Liaison do the following:
All standard and custom Salesforce.com mappings can be changed. Access field mappings by going to Settings > App Setup > Manage Fields in Lead Liaison. You'll find five tabs on the 'Manage Fields' page. Each tab is explained below:
Below is an image that explains features of the mapping pages.
Type | Indicator | Purpose |
---|---|---|
From Salesforce.com to Lead Liaison | Synchronizes changes made in Salesforce.com to Lead Liaison. However, changes in Lead Liaison will not be synchronized to Salesforce.com. | |
From Lead Liaison to Salesforce.com | Synchronizes changes made in Lead Liaison to Salesforce.com. However, changes in Salesforce.com will not be synchronized to Lead Liaison. | |
Bidirectional, from Salesforce.com to Lead Liaison and from Lead Liaison to Salesforce.com | It's recommended to use this mapping direction for all fields unless necessary otherwise. This type of mapping direction automatically updates Lead Liaison when fields in Salesforce.com change. Similarly, when fields in Lead Liaison change the same field is updated in Salesforce.com. |
There are three ways custom fields created in Salesforce.com appear on the respective mapping page within Lead Liaison. Each way is explained below: