Salesforce Field Mapping
You can set up field mappings to ensure your Popl Lead data ends up where you need it in your CRM. You can setup field mappings for Leads, Contacts, Accounts, and Campaign Member.
Add a New Mapping
Each object includes a set of default mappings, which you can modify or replace with your own custom mappings. To add a new field mapping, click Add Mapping in the top-right corner of the object’s field mapping tab.
Leads - Field Mapping
In the Leads tab, you can setup custom field mappings to apply to leads that will be synced as a lead to Salesforce.
The following are the default Lead mappings. You can customize these mappings to meet your needs.
First name
FirstName
Last name
LastName
Job Title
Title
Company
Company
Number
Phone
Website
Website
Address
Address
Lead Source (Default is "Popl")
LeadSource
Lead Owner
OwnerId - Assign to Popl Lead Owner
By default the Salesforce owner will be mapped to the Popl Lead owner. You can update this field mapping to match your workflow.
Contacts - Field Mapping
In the Contacts tab, you can setup custom field mappings to apply to Popl leads that will be synced as a contact to Salesforce.
The following are the default Contact mappings. You can customize these mappings to meet your needs.
Company
Account
First name
FirstName
Last name
LastName
Job Title
Title
Number
Phone
Contact Owner
OwnerId - Assign to Popl Contact Owner
By default the Salesforce owner will be mapped to the Popl Contact owner. You can update this field mapping to match your workflow.
Account - Field Mapping
Accounts can be created or updated any time a Contact is created or updated. When syncing, the integration uses the Contact’s Company value and the email domain to search for an existing Account.
If a matching Account is found using either value, that Account will be linked to the Contact. The integration checks the Company value first and then the email domain. If either matches an existing Account, that record is attached to the Contact.
If no match is found, the integration will create a new Account using the lead’s Company value.
If the Company field is blank, the integration will create a new Account using the lead’s email domain as the Account name.
In the Account tab, you can setup custom field mappings to apply to associated accounts for your contacts.
The following are the default Account mappings. You can customize these mappings to meet your needs.
Company
AccountName
Website
Website
Campaign Member - Field Mapping
If you want to map fields to the Campaign Member Object, select a campaign to map to within your Sync Settings. This is outlined under the Integration Settings Syncs section.
Sync Settings tab → Settings → Select Campaign
Once a campaign is selected in Settings you can choose which Popl fields you would like to map to your Campaign Member object. There are no default fields set here.
Sync Logic For All Objects
After choosing which fields you want to map, you can adjust the sync behavior. You can choose between overwrite, complete if missing, or append.
Overwrite field: If a value already exists for an object in Salesforce, replace that data with the Popl field.
Complete if missing: Only use the Popl value if the existing field is empty. Otherwise leave the field value as is in Salesforce,
Append: Add Popl values to fields that may already have data, instead of replacing it.
Mapping Types
Dynamic Mappings - Dynamic mappings allow Popl to send real-time data from each individual lead or contact into the corresponding Salesforce field. This means the value that syncs will change based on the information captured during the lead exchange.Use dynamic mappings when you want Salesforce fields to reflect unique data for every synced record.
Fixed Mappings - Fixed mappings allow you to send the same preset value to a Salesforce field for every synced record. To set a fixed mapping, click into the Popl field, select “Fixed Mapping,” and enter the constant value you want applied to all synced leads, contacts, accounts, or campaign members. Use fixed mappings when you need a consistent, unchanging value.
Save Settings
Once you have configured your field mappings, be sure to save your changes. You can do this by clicking Save in the top-right corner of the field mapping tab.
Once your mappings and sync behaviors are set, your integration runs seamlessly, automatically delivering the right data to the right Salesforce fields every time.
If you ever need help refining your setup or have questions, please reach out to our support team at [email protected].
With 🤍 from Popl.
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