Note: This article refers to a Classy for Salesforce v5.1 and below feature. Go here to read about the new Custom Field Mapping interface.
Classy has released a version of custom field mapping and uses the below primary fields. This new feature utilizes its own custom object and allows you to map data in one field to another field.
- Source Object
- Source Field
- Destination Object
- Destination Field
Please keep in mind that the current field mapping feature 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 Custom Questions. If you’d like to map information collected from your Custom Questions you can do so to the Contact, Campaign or Opportunity object only.
1. Enable Field Map Functionality
Before getting started with the mapping functionality, this will need to be enabled in your Custom Settings in the Salesforce. To turn this setting on, please follow the steps below:
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 Editand click the Enable Field Map.
5. Save changes once you are finished.
Once the setting is enabled, you can setup your first custom field map. Below we will explain how to setup a field map for data that comes through on your custom questions but keep in mind you can also setup mapping that is not specific to custom questions.
2. Create New Field Map
Go to the custom object Classy Field Map and click New. From here you will be presented four fields: Source Object, Source Field, Destination Object and Destination Field.
3. Enter Data for Field Map
Since we are trying to map data from one custom question to another field in Salesforce, we will enter the following for the source object stayclassy__Classy_Custom_Answer__c. The source object should always be filled in with the API object name where the data is originally being collected. For any questions on the API name for the Classy objects, please view our Salesforce documentation here.
In this example, the Source Field will be filled in with the Classy Custom Question ID because what we are telling Salesforce is, grab the Answer from the birthdate specific Classy Custom Question and map it elsewhere.
You can find the Classy Custom Question ID by opening a new tab in Salesforce and going to our custom object Classy Custom Questions. Copy the Question ID once you find the specific question on the correct campaign. Here, the question ID is 27619. Note: Be sure not to include any extra characters like commas in the ID.
Paste this information in the Source Field for the Mapping setup.
Enter in the object where the field lives that will now store this mapped information. If you are using a standard object, please use the singular name of this object. Also, if you’ve renamed any custom object, you will still want to use the standard API name for that object.
Enter in the field where the data collected should now live and be viewed. Again in the example below, the birthdate information collected from my custom question should always push to the custom birthdate field I’ve created on all Contact records. Once this is finished, click Active and Save Changes on the field map.
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.
If you have any questions on how to setup custom field mapping or if you are not sure you have done it correctly, please send over a screenshot of your setup to our Salesforce support team at email@example.com.