Field mappings

5 minute read
  • Update Campaign Monitor custom fields.
  • Update Salesforce records.
  • Works with the create Salesforce records option.

Field mappings

Our integration offers two ways to map custom fields.  The easiest option is to use our import wizard which combines importing records and mapping custom fields in one simple flow. It also allows you to work with any Salesforce object.

The dedicated field mapping feature is useful if you working with a different way to add records like subscriber rules or our process builder. Or if you want to map data back from Campaign Monitor to Salesforce.

To choose which data is synced between Campaign Monitor's custom fields and Salesforce contact and lead records:

  1. In Salesforce go to the Campaign Monitor app.

  2. Click on the Subscriber list tab and select the list you want to work with.

  3. Click on Field mappings. Below are instructions depending on which direction you want mappings to go.

Salesforce to Campaign Monitor

To sync Salesforce contact and lead records to Campaign Monitor custom fields:

  1. Click Edit this unlocks the page.

  2. If you have custom fields already in Campaign Monitor these will appear. If you need to create a new mapping click on the New Campaign Monitor field.

  3. Choose contact or lead and then choose a field from the pick list and then click Select. By default the direction will be set to Salesforce to Campaign Monitor.

  4. A field of the same data type and name will be automatically created in Campaign Monitor.

  5. Repeat this process if necessary and when finished click Save.

Campaign Monitor to Salesforce

You can map Campaign Monitor custom fields to Salesforce. Fields mapped in the direction of Campaign Monitor to Salesforce are tied to the primary sync, which runs every hour by default. This means that the integration will update Salesforce mapped fields with the values stored in Campaign Monitor every time the primary sync runs.

Field mappings will overwrite field values held in Salesforce when mapped in the direction of Campaign Monitor for Salesforce.

  1. Click Edit this unlocks the page.

  2. If you have custom fields already in Campaign Monitor these will appear. If you need to create a new mapping click on the New Campaign Monitor field.

  3. Choose Contact or Lead and then choose a field from the pick list and then click Select. By default the direction will be set to Salesforce to Campaign Monitor. To change this click on the Drop down link and click Edit.

  4. A field of the same data type and name will be automatically created in Campaign Monitor.

  5. Repeat this process if necessary and when finished click Save.

Click apply field mapping to other Subscriber Lists to use the same field mapping for another Campaign Monitor subscriber list.

Next Steps

Below are two articles that are recommended reading and the best next steps.

FAQs

How does the Campaign Monitor preference center work with the Salesforce integration?

Why are my field mappings not updating Campaign Monitor?

How do I work with the full name field?

How does Salesforce work with Campaign Monitor signup forms?

Why can't I map a field?

How to map data in both directions?

How do I work with first and last name fields?

How do checkboxes work in Campaign Monitor?

What does the retrospective sync button do?

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