NOTE: This feature is available to users subscribed to our Salesforce premium integration. If you’re interested in using this, our sales team can add it to your plan ASAP!
Our Salesforce integration is designed to reduce the work your sales teams need to perform. Salesforce custom field mapping allows us to sync your opportunity with your proposal, giving your team more time to focus on the customer’s experience.
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. Once this is linked, these mapped fields will sync every five minutes and update these details to keep your proposal consistent. This link works both ways, so updates to one side will update the other.
HEADS UP: Only the account owner will be able to map these fields. We do this to keep everything consistent and make sure there are no unexpected changes.
From proposify’s end, you can map your Salesforce fields to any Customer, Proposal, or Company custom fields. Here’s the kind of fields you can import:
- Number (up to 18 characters)
- Email addresses
An important thing about number fields is that formatting will be stripped if using those fields. For example, if your number field in SalesForce has 1,547,999 it will be imported to Proposify as 1547999.
Entering the Field Mapping Menu
To get to the mapping menu, select integrations found from the left-hand menu:
This will take you to the integrations menu. From here, select Salesforce:
Once in Salesforce settings, click map custom fields:
This will take you to the custom fields mapping page.
Mapping New Fields
Once you’ve reached the mapping page, select the kind of custom field you would like to link: Proposal, customer, or company.
Next, select a field from Salesforce to map to Proposify.
NOTE: If you're just starting a new field, you'll need to select the Salesforce field first.
If you don’t have a field in Proposify to match this yet, select create a new field:
A menu will appear asking you to name this field in Proposify. Give this variable a name you’ll easily remember and click save to save this setting.
Once you've assigned a field for both sides, you're all set.
Editing Existing Fields
If you need to make changes to your field map, make a change from the existing dropdowns.
Once you've made that change. All new proposals will start using this updated mapping.
When you remap a variable, all existing proposals will remain unchanged. We do this so you won’t unexpectedly replace someone else’s work mid-negotiation.
Removing Mapped Fields
If you need to remove some custom field maps from your page, click the red button found to the right of each field:
Removing this mapped field will affect all future proposals generated. Existing proposals will still keep those mapped fields, but they’ll no longer auto-update.
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 changes while in the middle of a negotiation
To apply an updated mapping to a proposal, enter the proposal's editor. From the pipeline, click on the proposal you would like to update:
Once in the editor, click sync proposal data found under proposal details:
This will pull your updated variables from Salesforce without having to leave the editor.