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 |
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 |