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Salesforce Field Mapping gives you an overview of the information we’ll be using to fill out your sales document’s details. This helps you quickly find and resolve any errors before they reach your prospect.

Here's what this article covers:

Locate Mappings

From a document’s Settings page, click Mappings.

Or, from the Document Editor, click Edit Document Settings, the notepad icon in the top right of the Properties Panel.

From there, click Mappings.

Breakdown of Field Settings

In the Mappings menu, you can view your mapped fields related to this proposal. These include:

  • Your Stage Progression settings

  • Mapped Fields, fields that pull data from relevant fields in Salesforce Objects.

  • Available Proposify Custom Fields, these are filled out in Proposify’s Document Settings or User/Contact/Company Profile pages.

Click Update to save your changes. Once saved, you can navigate back to the Proposal Settings tab or click Update to move to the Document Editor.In the Field Settings menu, you can view your mapped fields related to this proposal. These include:

  • Account/Company fields.

  • Proposal/Opportunity fields.

  • Company/Account fields.

If you have some blank spaces you can enter those details under the available fields menu.

Once you’ve verified and made changes, you can navigate back to the Proposal Settings tab, or click next step to move to the Editor. 

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