Salesforce CRM Mappings
Overview
The following fields, grouped by their tables in Sugar Market, are pulled down from Salesforce CRM into Sugar Market.
Accounts
Salesforce Field |
Sugar Market Field |
-- |
AccountID (primary key) |
Salesforce's Account ID (primary key) |
ID |
Name |
AccountName |
OwnerID (foreign key) (if multiple owners, we pull the first Salesforce owner) |
OwnerID (foreign key) |
Contacts and Leads
Sugar Market does not have a Leads table, but they are differentiated in the Contacts table by the CRMType field.
Salesforce Field |
Sugar Market Field |
-- |
ContactID (primary key) |
Salesforce's Contact ID (primary key) |
ID |
Salesforce's Account ID (foreign key) |
AccountID (foreign key) |
OwnerID (foreign key) |
OwnerID (foreign key) |
-- |
CRMType |
-- |
CreatedDate |
-- |
LastUpdate |
CreatedDate |
ExternalCRMCreatedDate |
LastModifiedDate1 |
ExternalCRMUpdatedDate |
FirstName |
FirstName |
LastName |
LastName |
|
|
HasOptedOutOfEmail |
OpOut |
(Does not map) |
Source |
LeadSource |
LeadSource |
Title |
Title |
Phone |
Phone |
MobilePhone |
MobilePhone |
MailingStreet |
MailingStreet |
MailingStreet2 |
MailingStreet2 |
MailingCity |
MailingCity |
MailingState |
MailingState |
MailingZip |
MailingZip |
MailingCountry |
MailingCountry |
OtherStreet |
OtherStreet |
OtherCity |
OtherCity |
OtherState |
OtherState |
OtherZip |
OtherZip |
OtherCountry |
OtherCountry |
-- |
SfStatus (field values) |
1 The LastModifiedDate field is the field that Sugar Market uses to determine if the record has been updated since the last successful sync to evaluate if the record needs to be synced.
Opportunities
Salesforce Field |
Sugar Market Field |
-- |
OpportunityID (primary key) |
Salesforce's Opportunity ID (primary key) |
ID |
Salesforce's Account ID (foreign key) |
AccountID (foreign key) |
OwnerID (foreign key) |
OwnerID (foreign key) |
Leadsource: Description |
LeadSource |
Description |
Description |
-- |
OpportunityName |
Name |
Name |
-- |
Stage |
StageName |
StageName |
Users
Salesforce Field |
Sugar Market Field |
-- |
UserID (primary key) |
Salesforce's user ID (primary key) |
ID |
FirstName |
First_name |
LastName |
Last_name |
Username |
Username |
FirstName + LastName |
Name |
Cell |
MobilePhone |
Phone Extension |
Extension |
Address1 |
Street |
City |
City |
State |
State |
Zip |
PostalCode |
Country |
Country |
JobTitle |
Title |
Push Only - Sugar Market's Task to Salesforce's Activity
Salesforce Field |
Sugar Market Field |
-- |
TaskID (primary key) |
Salesforce's Activity ID (primary key) |
ID |
WhoIs (foreign key) |
ContactID (foreign key) |
ContactName |
Contact.FirstName + Contact.LastName |
ActivityDate |
DueDate |
Description |
Comments |
Priority (value "Normal") |
-- |
Note: If Sugar Market Task.Status is blank we will push the value "Completed" otherwise, we will push the value defined.
Custom Entities
Salesfusion__WebActivity__c (Web Activity)
CRM Field |
Type\Size |
Relationship |
salesfusion__ClientHostname__c |
Text(100) |
Direct |
salesfusion__ClientIP__c |
Text(50) |
Direct |
salesfusion__IsNotified__c |
Text(5) |
Direct |
salesfusion__Organization_Name__c |
Text(100) |
Direct |
salesfusion__Duration__c |
Number(16, 2) |
Direct |
salesfusion__EndDate__c |
Date/Time |
Direct |
salesfusion__Hemisphere__c |
Text(50) |
Direct |
salesfusion__StartDate__c |
Date/Time |
Direct |
salesfusion__Timezone__c |
Text(70) |
Direct |
salesfusion__Operating_System__c |
Text(50) |
Direct |
salesfusion__Referrer__c |
Text(100) |
Direct |
salesfusion__Keywords__c |
Text(100) |
Direct |
salesfusion__Referrer_Query__c |
Text(200) |
Direct |
salesfusion__Longitude__c |
Number(10, 8) |
Direct |
salesfusion__Latitude__c |
Number(10, 8) |
Direct |
salesfusion__Area_Code__c |
Text(10) |
Direct |
salesfusion__City__c |
Text(100) |
Direct |
salesfusion__Country_Code__c |
Text(10) |
Direct |
salesfusion__Country_Name__c |
Text(100) |
Direct |
salesfusion__DMA__c |
Text(20) |
Direct |
salesfusion__Postal_Code__c |
Text(25) |
Direct |
salesfusion__Region__c |
Text(50) |
Direct |
salesfusion__ISP__c |
Text(200) |
Direct |
salesfusion__ContactId__c |
Lookup(Contact) |
WebActivityObj.emailAddress = ContactObj.Email |
salesfusion__LeadId__c |
Lookup(Lead) |
WebActivityObj.emailAddress = ContactObj.Email |
Salesfusion__Email_Link_Click__c (Email Link Click)
CRM Field |
Type\Size |
Relationship |
salesfusion__Web_Session_ID__c |
Text(100) |
Direct |
salesfusion__Campaign_Actual_ID__c |
Number(18, 0) |
CampaignerActual.CampaignerActualID = CampaignerLinkClick.CampaignerActualID |
salesfusion__Campaign_ID__c |
Number(18, 0) |
Direct |
salesfusion__Click_Date__c |
Date/Time |
Direct |
salesfusion__Email_Address__c |
|
Direct |
salesfusion__Email_Campaign__c |
Lookup(Email Campaign) |
CampaignerActual.CampaignerActualID = CampaignerLinkClick.CampaignerActualID |
salesfusion__Link_Order__c |
Number(18, 0) |
Direct |
salesfusion__Link_URL__c |
URL(255) |
Direct |
Salesfusion__Dialog__c (Landing Pages)
CRM Field |
Type\Size |
Relationship |
salesfusion__Lead__c |
Lookup(Lead) |
Direct |
salesfusion__Contact__c |
Lookup(Contact) |
Direct |
salesfusion__Completed_Date__c |
Date/Time |
Direct |
salesfusion__Dialog_ID__c |
Number(18, 0) |
Direct |
salesfusion__Dialog_Name__c |
Text(255) |
Direct |
salesfusion__Dialog_Response__c |
Long Text Area(32768) |
Direct |
salesfusion__Start_Form_ID__c |
Number(18, 0) |
Direct |
Salesfusion__Event_Management__c (Event Management)
CRM Field |
Type\Size |
Relationship |
salesfusion__Lead__c |
Lookup(Lead) |
WebinarMember.Email = Contacts.Email |
salesfusion__Contact__c |
Lookup(Contact) |
WebinarMember.Email = Contacts.Email |
salesfusion__Event_Date__c |
Date/Time |
Direct |
salesfusion__Attended__c |
Checkbox |
Value based on WebinrMember.Attended |
salesfusion__Duration__c |
Number(18, 0) |
Direct |
salesfusion__Event_Location__c |
Text(255) |
Direct |
salesfusion__Event_Name__c |
Text(255) |
Direct |
salesfusion__Lead_Source__c |
Text(255) |
Direct |
salesfusion__Registered__c |
Checkbox |
Value based on WebinarMember.Registered |
Salesfusion__Web_Campaign__c
CRM Field |
Type\Size |
Relationship |
salesfusion__CampaignDate__c |
Date/Time |
Direct |
salesfusion__Subject__c |
Text(100) |
Direct |
salesfusion__Body__c |
Long Text Area(32000) |
Direct |
salesfusion__Contact__c |
Lookup(Contact) |
CampaignerActual.ToEmail = Contacts.Email |
salesfusion__Lead__c |
Lookup(Lead) |
CampaignerActual.ToEmail = Contacts.Email |
salesfusion__FromEmail__c |
Text(100) |
Direct |
salesfusion__Clicks__c |
Number(18, 0) |
Direct |
salesfusion__Opens__c |
Number(18, 0) |
Direct |
Salesfusion__WebInteraction__c (Web Pages)
CRM Field |
Type\Size |
Relationship |
salesfusion__Duration__c |
Number(16,2) |
Direct |
salesfusion__Referer__c |
Text(250) |
Direct |
salesfusion__Title__c |
Text(250) |
Direct |
salesfusion__URL__c |
Text(250) |
Direct |
salesfusion__WebActivityID __c |
Lookup(Web Activity) |
WebActivityDetail.WebActivityID= WebActivity.WebActivityID |
Contact SfStatus Field Values
Value | Description |
-1 | Delete contact (from distribution lists and contact table) |
0 | Neutral |
8 | Completed Insert, Done |
9 | Pending Insert to External CRM |
10 | Problem trying to insert the lead, contact, or account into our database |
11 | Failed to insert |
20 | Pending Update to External CRM - This will push up most fields except for opout, delstatus, score. If the record does not have an ID, we will insert instead. |
21 | Update, Success |
22 | Error occurred during update |
60 | Lead Update |
70 | Update Contact, Failed |
73 | Error: Invalid Read |
80 | Update Contact, Success |
88 | Error occurred during push to external CRM |
90 | Update Contact, No Contact Found |
600 | Contact Update |
680 | Contact update/push successful |
700 | Update Lead, Failed |
800 | Update Lead, Success |
860 | Lead update/push successful |
900 | Update Lead, No Lead Found |