IMPORTANT NOTE: This feature is available to users subscribed to our Salesforce Premium Integration feature. Is this feature the answer to all your problems? Our sales team can get it added to your plan ASAP!
Need a quick answer? Here's what this article covers:
- Introduction To Custom Field Mapping
- Entering the Field Mapping Menu
- Mapping New Fields
- Editing Existing Fields
- Removing Mapped Fields
- Updating Proposals To Changed Mapping
- Related Reading
Introduction To Custom Field Mapping
Our Salesforce integration is designed from the ground up to reduce the work your sales teams need to perform. Salesforce custom field mapping allows us to sync your opportunity with your proposal, giving you more time to focus on bigger things.
This tool links opportunity-related custom fields in Salesforce to proposal custom fields in Proposify. Once mapped, your Salesforce fields will auto-fill the mapped fields in Proposify for any new proposal linked to an opportunity. What's more, once this is linked your fields will check every five minutes and sync these details to keep your proposal up-to-date. This link works both ways, so updates to one side will update the other.
This feature is specific to the opportunity-related string variables from Salesforce. Here are some guidelines:
- We can map text value strings (fields from Salesforce that use letters and numbers). Integers and numerical value strings aren't supported yet.
- We can map strings up to 255 characters long.
- These variables can be mapped to proposal-related custom fields in Proposify. We're working on the ability to map client/contact-related custom fields in the future.
HEADS UP: Only the account owner will be able to see this. Custom field mapping is locked down to keep your fields consistent and ensure there are no unexpected changes. Not sure who the account owner is? You can find that listed in the Users page. Their image will have the "account owner" tag:
Entering the Field Mapping Menu
To get to the mapping menu, click integrations found from the left-hand menu:
This will take you to the integrations menu. From here, click "Salesforce":
Once in the Salesforce settings page, click "map custom fields" found at the bottom:
This will take you to the custom fields mapping page.
Mapping New Fields
To map a new field, click the dropdowns on each side to match the associated fields.
Once you've assigned a field for both sides, click save settings to lock that mapping.
Editing Existing Fields
If you need to make changes to your field map, make a change from the existing dropdowns.
Once you've updated your mappings, click save settings once again. This will re-map these fields and will affect all new proposals.
IMPORTANT NOTE: Re-mapped fields will not affect existing proposals. We do this to avoid unexpected changes to your proposals while in mid-negotiation. Read further to update existing proposals to match your new mapping.
Removing Mapped Fields
If you need to remove a mapped field from your page, click the red button found to the right of each field:
Once you're down to your favourite mapped fields, click save settings to ensure that removal. Any existing proposals will keep their fields, but new proposals will no longer link the two variables.
Updating Proposals To Changed Mapping
If you've made edits to a variable map, you may need to update the changes to proposals within Proposify. By default, we prevent automatically applying these changes to existing proposals. That way your team doesn't have to worry about sudden, mid-negotiation changes.
To apply an updated mapping to a proposal, enter the proposal's settings page. From the pipeline, click on the proposal you would like to update:
Once in the snapshot page, click the notepad icon above the contact details panel:
Once in the Proposal Settings page, scroll down to the Salesforce dropdown field. From there, click update proposal settings:
This will push those changes to this proposal, keeping your information up to date.