Salesforce.(FieldName) will map from whichever level you're building the request (Account or Opportunity). You can also tell it which level you want it to pull from by using the location in a lowercase reference as shown below.

Map from the level that the request is built (account or opportunity)

  • Salesforce.Name; will pull in Account or Opportunity name, depending on where you request is being built
  • Salesforce.CloseDate; will pull in the Close Date associated with the Account or Opportunity, depending on where your request is being built

Map from account level when building request within opportunity

  • Salesforce.account.BillingAddress.city; will pull in the Billing Address City at the Account level
  • Salesforce.account.BillingAddress.state; will pull in the Billing Address State at the Account level
  • Salesforce.account.BillingAddress.country; will pull in the Billing Address Country at the Account level
  • Salesforce.account.BillingAddress.PostalCode; will pull in the Billing Address Postal Code at the Account level

Map from other aspects of Salesforce

  • Salesforce.primary_contact.Name; will pull in primary contact First Name
  • Salesforce.products.1.Name; will pull in the first product name
  • Salesforce.products.1.UnitPrice; will pull in the first product price

Map custom fields

When mapping custom fields, you will want to use the API Name to map in the field.

  • Salesforce.APIName; will pull in custom fields from the level that the request is being created
  • Salesforce.account.APIName; will pull custom fields from the Account level
  • Salesforce.owner.APIName; will pull custom fields from the Owner level

Salesforce mapping helpful tips

When mapping fields, each word will be case- and space-sensitive. For example, when pulling directly from the level that the request is being built: Salesforce.Name.

When mapping from another level, the level you are mapping from will always be lowercase; Salesforce.account.BillingAddress.city.

Got questions? We're ready to help! Just open up a chat or email us at help@pactsafe.com.

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