Salesforce Field Mapping for Contact & Lead record Creation

Contact and Lead field mapping is a critical step to configure how RollWorks creates contacts and leads in your Salesforce Org, ensuring that data flows smoothly and accurately. Currently, field mapping customization is available for Salesforce Contacts and Salesforce Leads to support the creation of these records when you launch a Contact Discovery Workflow. At this time RollWorks does not offer Account field mapping customization for Account record creation.

The table below includes the RollWorks field mapping available for Contact and Lead creation in Salesforce:

RollWorks Contact/Lead Field Default Salesforce Contact/Lead Field Notes
RollWorks Sourced RollWorks Sourced

Field Mapping mandatory. Learn more

First Name First Name Field Mapping mandatory
Last Name Last Name Field Mapping mandatory
Business Email Email Field Mapping mandatory
Company Name Company Name

Field Mapping mandatory for Leads.

Field Mapping not applicable for Contacts.

Job Title Title Field mapping optional
Mobile Phone Mobile Phone Field mapping optional
Direct Number Business Phone Field mapping optional
Contact Street Mailing Street Field mapping optional
Contact City Mailing City Field mapping optional
Contact State Mailing State/Province Field mapping optional
Contact Country Mailing Country

Field mapping optional

This field captures the contact’s location, regardless where the company is located. Currently we only support the creation of contacts located in the US, the company can be located anywhere.

Seniority Level N/A Field mapping optional
Contact Street 2 N/A Field mapping optional
Contact Zip Code N/A Field mapping optional
Contact Zip Code + 4 Code N/A Field mapping optional
Company City N/A Field mapping optional
Company State N/A Field mapping optional
Department N/A Field mapping optional
Office Street N/A Field mapping optional
Office Street 2 N/A Field mapping optional
Office City N/A Field mapping optional
Office State N/A Field mapping optional
Office Zip Code N/A Field mapping optional
Office Zip Code + 4 Code N/A Field mapping optional

 

How to configure Contact and Lead Field Mapping:

  • Log in to RollWorks and Navigate to Settings
  • Under Integrations click Salesforce
  • Scroll down to the Field Mapping section on the page
  • Click Edit next to Salesforce Contact or Salesforce Lead

 

Mandatory Contact & Lead field mapping

RollWorks Contact/Lead Field Default Salesforce Contact Lead Field Notes
First Name First Name Field Mapping mandatory
Last Name Last Name Field Mapping mandatory
Business Email Email Field Mapping mandatory
RollWorks Sourced RollWorks Sourced Field Mapping mandatory. Learn more
Company Name Company Name

Field Mapping mandatory for Leads.

Field Mapping not applicable for Contacts.

These RollWorks fields must be mapped to your Salesforce fields as they are essential for record creation used by our Contact Discovery Workflow feature.

By default they are mapped to the default fields for First Name, Last Name, and Email in your Salesforce org, however, you can adjust as needed by selecting a different field from the dropdown under the column Salesforce Fields.

Screenshot 2024-06-11 at 11.50.27 AM.png

 

RollWorks Sourced field

Screenshot 2024-06-11 at 11.48.36 AM.png

This mandatory field mapping allows you to identify in Salesforce which Contacts and Leads records have been created by RollWorks through a Contact Discovery Workflow. This field can help with attribution to RollWorks or to create reports.

When you complete the installation of the RollWorks App for Salesforce, we automatically create a custom field called “RollWorks sourced” in your standard contact and lead records.

When a contact or lead is created by RollWorks through a Contact Discovery Workflow, we will update the custom field “RollWorks Sourced” to True, so that you have an indication of what records have been created by RollWorks.

Your CRM admin can use this field to create logic to assign the newly created leads/contacts to your Sales team.

 

Optional Contact & Lead field mapping

In addition to the three mandatory fields (First Name, Last Name, and Email) RollWorks can write additional data points to the Contacts and Leads we create in Salesforce through a Contact Discovery Workflow.

Below are the additional RollWorks contact data points available to configure field mapping:

RollWorks Contact/Lead Field Default Salesforce Contact/Lead Field Notes
Job Title Title Field mapping optional
Mobile Phone Mobile Phone Field mapping optional
Direct Number Business Phone Field mapping optional
Contact Street Mailing Street Field mapping optional
Contact City Mailing City Field mapping optional
Contact State Mailing State/Province Field mapping optional
Contact Country Mailing Country

Field mapping optional

This field captures the contact’s location, regardless of where the company is located. Currently, we only support the creation of contacts located in the US, while the company can be located

Seniority Level N/A Field mapping optional
LinkedIn URL N/A Field mapping optional
Contact Street 2 N/A Field mapping optional
Contact Zip Code N/A Field mapping optional
Contact Zip Code + 4 Code N/A Field mapping optional
Company City N/A Field mapping optional
Company State N/A Field mapping optional
Department N/A Field mapping optional
Office Street N/A Field mapping optional
Office Street 2 N/A Field mapping optional
Office City N/A Field mapping optional
Office State N/A Field mapping optional
Office Zip Code N/A Field mapping optional
Office Zip Code + 4 Code N/A Field mapping optional

 

Default Contact Owner & Lead Owner

The  Owner for the newly created Contact and Lead records will be the unassigned alias you defined in your Salesforce instance. The default owner cannot be customized.

Click here to learn how to find your unassigned alias in Salesforce.

 

Managing Changes

  • When you change your Contact and Lead field mapping the changes are applied immediately to your active workflows.
  • If you make changes to field mappings after a Contact Discovery Workflow has started, the changes will not apply retroactively for contacts and leads created before the change. They will only take effect for any new contacts that are acquired in the next Workflow run after the field mapping changes have been saved in RollWorks.
  • Since mappings are stored centrally, any changes you make will apply to contact records being created from anywhere across the RollWorks platform.

 

Error Handling

  • If a default field or a user-selected field becomes unavailable (e.g., if the field name is changed in your Salesforce org), RollWorks will display a warning on both the workflow action slider and the edit mapping slider. This alert helps you identify fields that need attention.
  • To resolve issues with unavailable fields, you can either map the field to a different Salesforce field or delete the mapping. Note that you cannot delete or change mappings for mandatory fields.
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