Why are fields missing from the data wizard mapping screen?
The data wizard has its own field mapping, separate from the Mappings settings, so that you can customise your imports as needed. To have access to a field from Salesforce in the data wizard mapping, you will need to include it in the source you specify on the first steps of the wizard.
- Reports: Add the fields you want to map as columns on the report.
- List Views: Add the fields you want to map as columns 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: Add the fields to your SELECT statement. Unlike list views, SOQL does allow relationship fields directly, for example Account.Name.
- Campaigns: The 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 the sync can match the record to a Mailchimp contact.
- If you change any fields on an existing import source, be sure to walk through the wizard again to update its mapping. You can do this from the data wizard list by clicking the wizard name.
- Store the reports and list views used in data wizards in a folder with restricted sharing, to avoid someone accidentally updating a report unrelated to the wizard.
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