Map Salesforce Fields
1. In the App Setup, click on Field Mapping Opportunity.
2. Map the appropriate Contact Fields from your Salesforce Instance and click "Save and Proceed."
- Enable the "Merge" feature to update the Lead Source of the Contact to the first Non-Null field of several alternatives but related Lead Source fields such as utm_campaign. This ensures that there are no unknown lead sources.
3. Map the appropriate Opportunity & Lead Fields from your Salesforce Instance and click "Save and Proceed."
- The "Merge" feature is available on the Lead Fields to map and ensures that there are no unknown lead sources.
Field Mappings
Please map the appropriate fields from your Contact, Opportunity & Lead Object that align with the Map Fields screen's respective descriptions.
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Contact Object
These are the fields we will be mapping:
- Lead Source
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Opportunity Object
These are the fields we will be mapping:
- Lead Source
- Amount
- Stage
- Forecast Category
- Close Date
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Lead Object
These are the fields we will be mapping:
- Lead Source
- Lead Score
- Status
- Industry
- Converted Date
Work more efficiently
Salesforce enables you to use its Customer Relationship Management platform to convert your prospects into customers through managing relationships.
Win more Opportunities
Prioritizing is everything when it comes to managing winning opportunities.
Acquire qualified Accounts
Knowing where your best opportunities came from will help you invest in programs that generate more qualified Accounts.
