Best Practices and Tips: Creating the Salesforce List of Fields to Map

Between Phase 1 (Initial Prep) and Phase 2 (Salesforce Setup) of the Salesforce API implementation, we ask you to provide a list of fields that you want to map from Salesforce to ClientSpace.

As a best practice, take this opportunity to create a Datamap spreadsheet:

Create a new Excel Workbook.

Add a tab for each Salesforce Object that you would like to map to ClientSpace.

In Salesforce, drag your cursor all the fields on the Salesforce Field Relationships page for the selected Object and copy and paste the fields into the Excel tab you created for that Object.

On each tab, add Field Name, Code Name, and Field Type columns.

The result is a multi-tab spreadsheet that can be used as a reference when you and the ClientSpace team member assigned to assist you with your implementation are defining the API Path portion of your import Detail configuration.

Optional: If you are handy with Excel, you can write a formula to add the Salesforce Object to the Field Name from this file to generate the API Path. For example, ="Account/"&B2 might produce "Account/Description" and so on.