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Data mapping from the Actions app to Salesforce

updated

The following is a table showing the data mapping of supporter and letter data from the Actions app to Salesforce.

Data Salesforce
Contact Information:
First Name
Yes - To Lead & mapped to new Contact. Does not update existing Contact.
Contact Information:
Last Name
Yes - To Lead & mapped to new Contact. Does not update existing Contact.
Contact Information:
Email Address
Yes - To Lead & mapped to new Contact and Account. Does not update existing Contact and Account.
Contact Information:
Street, if enabled
Yes - To Lead & mapped to new Contact and Account. Does not update existing Contact and Account.
Contact Information:
City, if enabled
Yes - To Lead & mapped to new Contact and Account. Does not update existing Contact and Account.
Contact Information:
State, if enabled
Yes - To Lead & mapped to new Contact and Account. Does not update existing Contact and Account.
Contact Information:
Zip Code, if enabled
Yes - To Lead & mapped to new Contact and Account. Does not update existing Contact and Account.
Contact Information:
Country, if enabled
Yes - To Lead & mapped to new Contact and Account. Does not update existing Contact and Account.
Lead Information:
Newsletter Sign-Up, if enabled
Yes - To Lead to be mapped according to your newsletter list strategy. If this value is not being saved to Salesforce, refer to Why aren't Newsletter Signup and Receive Updates Sign-Up field values for an Action being saved to Salesforce?
 
Lead Information:
Receive Updates Sign-Up, if enabled
Yes - To Lead. If this value is not being saved to Salesforce, refer to Why aren't Newsletter Signup and Receive Updates Sign-Up field values for an Action being saved to Salesforce?
Campaign Yes - To Lead for inclusion as Campaign Member. On conversion, makes Contact a Campaign Member.
Details of emails sent including recipient and contents "Action JSON" Campaign Member custom field in Soapbox Actions for Salesforce package

 

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