Managing the Field Mappings tab

You can configure your own settings and mappings by using the Manage CRM tool in Acoustic Campaign. In the tool, you enter the Salesforce login credentials and security token. Silverpop uses Salesforce security tokens to communicate with Salesforce servers and interact with a client's database for synchronization. You need to request a security token from within your Salesforce account. SFDC sends you the token through email, which you must copy and paste in the Credentials tab of the Manage CRM window.

About this task

When you first access the Field Mappings tab, Acoustic Campaign makes a dynamic call to SFDC and obtains all of your standard and custom fields from SFDC and groups them by section. You can collapse and expand the sections as needed. You need to provide mappings for Leads, Contacts, and Accounts. You can see the SFDC fields that are associated with each tab and match them with existing Acoustic Campaign fields and the fields you create.

Use the following mapping tips before you start with the mapping process.

  • You cannot use special characters in field names while you are creating the Acoustic Campaign fields.
  • You can map two SFDC fields to one field in Acoustic Campaign (for example, you can map Lead First Name and Contact First Name from Salesforce.com to a First Name field in Acoustic Campaign when the Lead and Contact First Name fields are the same). Another example is the standard SFDC Lead Company and Account Name can be mapped to the same Acoustic Campaign field.
  • You cannot map multiple SFDC within the same SFDC Object to one Acoustic Campaign field. For example, two fields on the Lead cannot be mapped to one Acoustic Campaign field.
  • We recommend mapping the fields as To Acoustic Campaign for the initial sync from SFDC.
  • Create the Acoustic Campaign fields when you begin the mapping task.
  • Map fields that are useful for list building, email personalization, and lead generation efforts within Acoustic Campaign.
  • Fields that you create in Acoustic Campaign to map to the First Name, Last Name, Job Title, and so on, on the Lead, must be reused when you are mapping to the Contact First Name, Last Name, Job Title, and so on. Another example is the Acoustic Campaign field that is mapped to the Lead Company field must be reused when you are mapping to the Account Name.
  • You may map to the Owner of the Lead and Contact. These values can be useful as personalization on emails. Again, reuse the Lead Owner fields that you create inside Acoustic Campaign for the Contact Owner fields.
  • Field Level Security must also be selected to Visible for any SFDC Lead/Contact/Account field you want to map.
  • When you are mapping Phone number fields from SFDC, be sure to select Text or Phone Number as the Acoustic Campaign field type.
  • After mapping a field, do not change the name of the field inside Acoustic Campaign. Also, do not change the API field name inside SFDC.
  • When you are mapping to SFDC multi-select drop-down list fields, you must create the drop-down list options on the Acoustic Campaign fields after you activate the mapping. You can also edit and delete field mappings.

  • You can view, print or save a hard copy of the field mapping. Under Active Mapping > Review, you can scoll down and click Print, to get a list of all the fields that are mapped with the Salesforce.com Integration.