Skip to main content

Lead, Contact, and Campaign Member Field Mapping in Salesforce Sales Cloud

  • Updated

Contents

Note: If you are an existing Salesforce Integration user before 5th January 2023, you MUST install/update the Managed Package into your Salesforce account, and also by re-authenticating your Salesforce instance for using the updated version of our Integration. Post installing and re-authenticating, you can seamlessly setup your Field Mappings.

Overview

The Salesforce Field Mapping feature allows you to map Goldcast’s Standard Event User properties to your Salesforce Leads, Contacts and Campaign Members properties. Using this feature, you can ONLY map Standard Event User Properties(fields) in Goldcast to fields in Salesforce. For more information about Standard Event User Fields in Goldcast, refer to Standard Fields.

Note: Make sure your event registration forms are set up to collect the Goldcast properties you’ve mapped to Lead, Contact, or Campaign Member fields in Salesforce. If you aren’t collecting registrant data for your mapped properties, no data will be sent to your target system i.e. Salesforce. For more information about how to create and assign forms for your events, refer Creating and Assigning Registration Form Templates.

Initial Setup

To setup your Leads, Contacts and Campaign Members mapping for Salesforce in the Goldcast, you should install and connect your Goldcast org to your Salesforce Sales Cloud(by installing the managed package) with appropriate permissions.

  1. Click the Integrations tab on the Admin Panel’s left navigation bar.
  2. Click the Edit (Pencil icon) that is displayed adjacent to your Salesforce Integration record.

There are three types of mapping that can be done through your Salesforce Integration i.e. Leads, Contacts and Campaign Members.

You will able to now see three new tabs called Lead Field Mapping, Contact Field Mapping and Campaign Member Field Mapping.

Note: If you're unable to see the Lead, Contact and Campaign Member Mapping screen with the default field mappings and an option to add a mapping, make sure your authenticated user has enough permissions. Once you ensure your authenticated Salesforce User has all the mentioned permission, you can re-authenticate<link to reauth section for salesforce> your integration and open the Field Mapping tabs to proceed to configure your mappings.

In Lead Field Mapping, you can see a screen which lets you map your Goldcast Standard properties to Lead Fields in Salesforce. Make sure you can see four default mappings already set up for First Name, Last Name, Email and Company. Also, Email being a unique field in Goldcast used to identify an event registrant, the update policy for Email field cannot be modified. 

Note: Company is a mandatory field according to Salesforce Sales Cloud to create a lead, hence it has an existing default mapping and cannot be unmapped.

Lead_Mapping.png


In Contact Field Mapping, you can see a screen which lets you map your Goldcast Standard properties to Contacts Fields in Salesforce. Make sure you can see three default mappings already set up for First Name, Last Name, and Email. Also, Email being a unique field in Goldcast used to identify an event registrant, the update policy for Email field cannot be modified. 

Contact_Mapping.jpg

In Campaign Member Field Mapping, you can see a screen which lets you add a mapping that maps your Goldcast Standard Properties to Campaign Member Fields in Salesforce. There will be no default mapping available for Campaign Member Mapping tab.

BEST PRACTICE: To ensure a seamless data sync with Salesforce via Campaign Member Field Mapping, make sure you have connected Salesforce Campaign to your Goldcast event and setup the mappings before the registrations starts for your event(recommended).

Campaign_Mapping.jpg

Note: The Policy(Update Policy) denotes how the fields in Salesforce will get updated upon change in Goldcast Fields. We have three options for Update policy.
  • Always Update: This option updates your Lead, Contact and Campaign Member fields in Salesforce always when your mapped field in Goldcast gets updated.
  • Don’t update if source is empty: This option will not update your Lead, Contact and Campaign Member fields in Salesforce if the mapped field in Goldcast(source) is empty.
  • Only update when target is empty: This option will only update your Lead, Contact and Campaign Member fields in Salesforce if the mapped field in Salesforce(target system) is empty.

Configuring Lead Field Mapping in your Goldcast org

Setup your new Lead Field mapping from the record created on the screen. This will consist of selecting 3 components :

  • Field in Goldcast will be collected from your Goldcast Registration Forms.
  • Lead Fields that will get updated in the target system i.e. Salesforce.
  • Update Policy: This is the behaviour in which our field mapping will sync data and update target Lead fields in Salesforce.

Lead_Mapping_Config.gif

  1. To add a new mapping, click the Add Mapping button displayed on the bottom of your screen.
  2. Select your Field name in Goldcast from the first drop down, for ex. Utm_Campaign.
  3. Select the corresponding target Lead Field name in Salesforce from the Target System dropdown.
  4. Choose the update policy that seems appropriate according to your requirement for Leads in Salesforce.
  5. Similarly, repeat this process for all the necessary Standard Fields in Goldcast for your Goldcast Registration Forms you want to map.
  6. Once done, click on Save to save the Lead Field Mapping for your Salesforce Integration, this will give you a green pop up with a success message Lead Field Mapping Created/Updated Successfully.

Configuring Contact Field Mapping in your Goldcast org

Setup your new Contact Field mapping from the record created on the screen. This will consist of selecting 3 components :

  • Field in Goldcast will be collected from your Goldcast Registration Forms.
  • Contact Fields that will get updated in the target system i.e. Salesforce.
  • Update Policy: This is the behaviour in which our field mapping will sync data and update target Contact fields in Salesforce.

Contact_Mapping_Config.gif

  1. To add a new mapping, click the Add Mapping button displayed on the bottom of your screen.
  2. Select your Field name in Goldcast from the first drop down, for ex. Company.
  3. Select the corresponding target Contact Field name in Salesforce from the Target System dropdown.
  4. Choose the update policy that seems appropriate according to your requirement for Contacts in Salesforce.
  5. Similarly, repeat this process for all the necessary Standard Fields in Goldcast for your Goldcast Registration Forms you want to map.
  6. Once done, click on Save to save the Contact Field Mapping for your Salesforce Integration, this will give you a green pop up with a success message Contact Field Mapping Created/Updated Successfully.

Configuring Campaign Member Field Mapping in your Goldcast org

Setup your new Campaign Member Field mapping from the record created on the screen. This will consist of selecting 3 components :

  • Field in Goldcast will be collected from your Goldcast Registration Forms.
  • Campaign Member Fields that will get updated in the target system i.e. Salesforce.
  • Update Policy: This is the behaviour in which our field mapping will sync data and update target Campaign Member fields in Salesforce.

Campain_Mapping_Config.gif

  1. To add a new mapping, click the Add Mapping button displayed on the bottom of your screen.
  2. Select your Field name in Goldcast from the first drop down, for ex. magic_link_url.
  3. Select the corresponding target Campaign Member Field name in Salesforce from the Target System dropdown.
  4. Choose the update policy that seems appropriate according to your requirement for Campaign Members in Salesforce.
  5. Similarly, repeat this process for all the necessary Standard Fields in Goldcast for your Goldcast Registration Forms you want to map.
  6. Once done, click on Save to save the Campaign Member Field Mapping for your Salesforce Integration, this will give you a green pop up with a success message Campaign Member Field Mapping Created/Updated Successfully.

Viewing mapped registration data in your Salesforce Sales Cloud

To see the Salesforce field mapping in action, you need to set up a form using our Form Builder. For instructions on how to set up a form, refer Creating and Assigning Registration Form Templates.

IMPORTANT: Make sure the Goldcast Standard Fields to be mapped to your Salesforce Lead, Contact, and Campaign Member fields are present in the Form(default form). 

Once your have your form setup for the event and field mapping setup is done for the registrations to go through your forms, go to your respective Leads, Contacts, Campaign Members and open each record to check respective mapped fields to see the results.

You can now map data like UTM parameters, Magic Link for your events, etc. to your fields in Salesforce.

                                                                                                      

Related articles