Mapping Salesforce Attributes

by Sara Pion

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.

 When you click on that option, you will see the option to Map Salesforce Attributes. If you click on that, it will bring you to a page where you can insert the name of the attribute you're looking for!

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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!

You can't delete attributes at this time, make sure you're adding attributes you know you want to map!
We cannot map data that we collect via Clearbit. These fields are: 
  • Employment Name
  • Employment Title
  • Employment Role
  • Employment Seniority
  • Display Location
  • Latitude
  • Longitude
  • Display Name
  • Github Handle
  • Github Followers
  • Twitter Handle
  • Twitter Followers 
  • Facebook Handle
  • LinkedIn Handle
  • Bio
  • Gender
  • Site

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