Classy for Salesforce - Custom Field Mapping

Last Updated: Aug 06, 2017 04:07PM PDT

Classy Custom Field Mapping allows you to specify which fields you would like to copy Classy data into.

1. Enable Field Map Functionality

Before setting up your first map, you will need to enable it in your Classy for Salesforce Custom Settings:

1. In Salesforce, click Setup and open up the Develop tab in the left hand menu bar.
2. From here, select Custom Settings.
3. Next to Classy click Manage.
4. On the next page select Edit and click the checkbox for Enable Field Map.
5. Save changes once you are finished.

Once enabled, you can setup your first custom field map.

2. Create a New Field Map

1. Navigate to Classy Custom Field Mapping.

2. Click "New".

3. Enter Data for Field Map

Under "Add New/Edit Mapping" choose the appropriate Source Object, Source Field, Destination Object, and Destination Field.

Finally, be sure the Active box is checked and click Save.

Things to keep in mind:

  • Currently, Custom Field Mapping only supports mapping two fields on the same object; in other words the source and destination object must be the same. The only exception to this is information collected from your Classy Custom Questions which you can map to related Contact, Campaign or Opportunity objects. If you are looking for something with a bit more flexibility, you may consider Salesforce's Lightning Process Builder.

  • Data from the Source Field is not erased and still pushed to by Classy.

  • In general, Salesforce field types should match.

4. Run a Test of the Mapping

To make sure the mapping is setup correctly, go back to Classy and make a donation or create a fundraising page, depending on where the custom question was setup, and fill out the information for the custom question. Next, go back to Salesforce and first confirm the custom answer information collected syncs over to Salesforce correctly. This process can take up to 90 seconds to sync over so if you do not see it immediately, please refresh a few times.



 

Need More Customization?

Our tool is built for speed and simplicity, so Salesforce's builtin Lightning Process Builder may be right for you if your situation requires a more personalized touch (i.e. logic or custom object modification).


If you have any questions on how to setup Custom Field Mapping, please send over a screenshot of your setup to our Classy for Salesforce Salesforce support team at salesforce-support@classy.org