Can I map a field in both directions?

Data can be mapped in both directions using a combination of our import wizard and field mappings. 

Import Wizard

• Will push data from Salesforce to Emma
• It can be scheduled to run as often as every hour of every day
• It can add new records and update existing field mappings in Emma.

When setting up your import source, we recommend applying a filter to include only recently modified Salesforce records. For more information on the import wizard, please click here.

Field Mappings

• Will push data from Emma to Salesforce.
• It runs as part of the primary sync, which by default runs every hour.
• Can be used when updating records or creating new ones.

For more information on the field mappings please click here.

Important notes:

• Test this solution thoroughly in a sandbox first.
• It is worth noting that there is no conflict resolution in this solution, and each direction's timings must be considered, so they don't overwrite each other back and forth.
• When you implement this solution, please be sure to run the sync once from the source of truth to the other system (so they are aligned) before enabling the sync in the other direction.
• If you need to map Salesforce checkbox fields, please see our FAQ on checkbox-handling .