Field Mappings

  • Update Emma custom field with Salesforce data.

  • Update Salesforce records with data stored in Emma.

  • Create Salesforce contacts or leads from Emma audience members.

When you add a Salesforce contact or lead record we send over a name and email address.  You might want to send over more Salesforce data to allow email personalisation or list segmentation.  To do this Emma allows you to create custom fields on your subscriber lists. These fields can be updated with Salesforce data using our integration. You can also pass data back from Emma to Salesforce and even create Salesforce records.

Field mapping vs Import Wizard

Our integration offers two ways to update custom fields in Emma with Salesforce data. The easiest (and recommended) 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.If you are working with contact or lead records and prefer to add a record manually (via the add contact/lead buttons or via process builder) you'll need to setup field mappings which is explained below, if you want additional information to pass to Emma.

Field mapping

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

  1. In Salesforce go to the Emma Standard app.

  2. Click on the Emma tab.

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

Map Salesforce to Emma

To sync Salesforce contact and lead records to Emma custom fields:

  1. Click Edit this unlocks the page

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

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

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

Map Emma to Salesforce

To update Salesforce based on Emma changes:

  1. Click Edit this unlocks the page

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

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

Bi-directional sync

You can use custom field mappings in the direction of Emma to Salesforce to update Salesforce every hour by default.

You can then use our import wizard  to update Emma.  The import wizard can be scheduled to run as often as every hour of every day.

It is worth noting there is no conflict resolution. Field mappings will update Salesforce every hour (by default), the import wizard will update Emma according to the schedule a user has set.

Full Refresh of Mapped Fields

Perform a full refresh on the mapped fields by clicking on Retrospective Sync button. This will bulk update any mapped fields from Salesforce to Emma.

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