Mapping Salesforce AttributesLast Updated: May 09, 2018
When you connect a tool to your Salesforce account, you probably want to be able to map custom fields into Salesforce! That way, you can maintain existing structures and workflows built around Salesforce.
We know that Salesforce is highly customizable for each company, so we wanted to make sure that Drift can fit seamlessly into your Salesforce workflow by allowing the default fields that you map in Salesforce available in Drift!
Data like UTM information, IP address, time zone, city, state, etc. that you can pick up in a conversation itself can now be mapped in your Salesforce integration!
How To Set Up Salesforce Mapping
Click on Settings, and go to your Apps page. Scroll down to the bottom, where you'll find your Salesforce Integration.
You can see that when you add an attribute that Drift is not mapping, it will alert you that you are setting a static value in Salesforce.
Make sure that you're not only adding the Attribute you are mapping, but add the field in Salesforce you're mapping as well!
When you're done adding your field, make sure you click the green "Update Mappings" button!
- Employment Role
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- Display Location
- Display Name
- Github Handle
- Github Followers
- Twitter Handle
- Twitter Followers
- Facebook Handle
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