How to Create and Map Custom Attributes in Salesforce
If you use the Salesforce Integration, there are some attributes you might want to map that are not defaulted in the Drift app.
These attributes are important for your sales team, so being able to track them in Drift AND transfer them over to Salesforce is important for your workflow.
If you are just getting started with Drift, you can upload a CSV of contacts that are assigned a certain attribute in the CSV. If you are already a Drift user and are looking to add custom attributes to your workflow now, you can skip this section!
Upload CSV and Assign Your Attribute to a Drift Attribute
- Upload a CSV of Contacts
- Map your CSV Columns to Attributes in Drift
Make sure to finish your import after you're done!
Mapping Custom Attributes in Salesforce
- Go to your Salesforce Integration Settings
- Click on Mapped Salesforce attributes
- Match the attribute you're tracking in the backend to a Salesforce field and click "Update Mapping" when you're done!