Which Salesforce fields can I map in the import wizard?

The fields available to map depend on the source you choose in the import wizard. To map a Salesforce field, it needs to be present in the source itself, not just somewhere on the object.

  • Reports: Any field that's a column on the report. Add it as a column on the report, and it becomes available in the wizard.
  • List Views: Any field that's a column on the list view. List views generally can't show relationship fields, like a field from a related Account, as columns. If you need one, add a formula field on the source object to pull the value in, then add that formula field as a column.
  • SOQL: Any field in your SELECT statement. Unlike list views, SOQL allows relationship fields directly, for example Account.Name.
  • Campaigns: Fields must exist on the Campaign Member object. Contact and Lead fields aren't included. Use a report on Campaigns and Campaign Members instead if you need that data.

Notes:

  • Whatever source you choose, the Email field must be included, so Emma can match the record to an audience member.
  • If you change the source afterward, such as adding or removing columns or switching reports, list views, or objects, walk back through the wizard again so the mapping screen picks up the new fields.
  • Store the reports and list views you use in data wizards in a folder with restricted sharing, so no one accidentally edits one and breaks a wizard that depends on it.

Related Articles

Back to Emma support
In this article

Contact us

In this answer

Need a hand?

Find an answer, or talk to someone who can help.

Ask Emma assistantContact the team →
Emma supportFor Salesforce · By Beaufort 12

How can we help?

Guides, answers and a little human help.

Explore the support guidesSetup, features and troubleshooting Contact the teamSend us a message