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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

Email

Email

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

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

Email

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