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Field Mapping

After object configuration, map PrimeRole system fields to your Salesforce fields to ensure accurate data transfer.

Standard Field Mapping Interface​

The field mapping interface displays:

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  • PrimeRole Field: The name of the PrimeRole system field (required fields are marked with an asterisk *).
  • Salesforce Field: A dropdown menu to select the corresponding Salesforce field (required fields are marked with an asterisk *).
  • Action: Defines data handling during synchronization:
    • Overwrite: Always overwrites the existing field value.
    • Add if empty: Only populates the field if it is currently empty.
  • Status: A visual indicator of the current mapping status.

Standard Mapping Guidelines​

  • Each PrimeRole system field can be mapped to a corresponding Salesforce field.
  • Required fields in both systems are marked with an asterisk (*).
  • Default mappings are provided for standard Salesforce fields.
  • The system will display warnings if required fields are not mapped.

Advanced Mapping Options​

Some fields offer advanced mapping (accessible via an "Advanced" button):

  • Country Field Advanced Options: Allows mapping to various country formats (Full name, Alpha-2 code, Alpha-3 code, Numeric code).
  • Email Verification Status Mapping: Enables mapping system values (Empty, Valid, Invalid, Catch all, Free, Disposable) to existing Salesforce values.

Custom Field Mapping​

Two types of custom fields can be added:

  • Custom Text Field: Can be mapped to any Salesforce field. Salesforce validation errors will be displayed to users.
  • Custom Dropdown Field: Can be mapped to Salesforce picklist fields. Displays Salesforce picklist values and maintains data consistency.

Additional Considerations​

  • Field mapping compatibility is based on data format compatibility with Salesforce.
  • Advanced mapping is available for select fields only.
  • Thoroughly test custom field mappings before deploying to production.