Saleshandy

Configuration🔧 &amp; Mapping Fields🗺️

What is Configuration🔧 &amp; Mapping🗺️?

Configuration🔧 involves specifying the settings, options, or parameters to tailor the system to meet specific requirements. This may include setting up Saleshandy default fields.

Mapping 🗺️involves defining how data from one system should be mapped or transferred to specific fields in another system. This ensures that data is accurately and appropriately transferred or synchronized between systems, preserving the integrity and consistency of information.

In summary, Configuration and Mapping fields involve customizing and aligning data elements or fields within a system or between systems to enable smooth operations, data transfer, or integration. We're using this for Saleshandy-Salesforce Integration.

Once you've connected your Salesforce Account, it's time to Configure your Salesforce Account.

Which Configuration Fields are available in Saleshandy and what Mapping Fields are synced in Salesforce?

Note: Saleshandy Default Fields can't be changed. However, you can create your custom fields in Saleshandy. To learn more about custom fields, Click <a href="https://docs.saleshandy.com/en/articles/7836395-custom-merge-tags-custom-fields-what-why-and-how-to-set-it-up">Here</a>.

How do you configure a Salesforce account in Saleshandy?

Click on the top-right corner, and from the drop-down, select Configure 🔧.

Once configuring it, you can map the fields 🗺️between Saleshandy &amp; Salesforce so data synchronizes between both apps accordingly.

Saleshandy fields are the default fields, whereas you can select Salesforce fields from the drop-down menu and then click on Save.

1. Click on the top-right corner, and from the drop-down, select Configure 🔧.
 
 
 
2. Once configuring it, you can map the fields 🗺️between Saleshandy &amp; Salesforce so data synchronizes between both apps accordingly.
 
 
 
3. Saleshandy fields are the default fields, whereas you can select Salesforce fields from the drop-down menu and then click on Save.

Mission accomplished; you've successfully configured Salesforce with Saleshandy.👏

Wishing you a delightful experience! ❤️

Check out the below articles If you want to know more about

<a href="https://docs.saleshandy.com/en/articles/9148639-salesforce-integration#h_2b426f30f4">Salesforce Integration🔗</a>

<a href="https://docs.saleshandy.com/en/collections/3820211-integrations">Integrations</a>

<a href="https://docs.saleshandy.com/en/articles/8015972-pipedrive-integration">Pipedrive Integration 🔗</a>

<a href="https://docs.saleshandy.com/en/articles/8372758-zoho-integration">Zoho Integration</a>

<a href="https://docs.saleshandy.com/en/articles/8644260-hubspot-integration">Hubspot Integration🔗</a>

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Don't hesitate to reach out if you have any questions. We're available on chat and ready to provide you with prompt assistance. 🤗

Saleshandy	Salesforce
Prospects in Saleshandy	Lead Properties
Prospects in Saleshandy	Contact Properties
Prospects in Saleshandy	Opportunities Properties
Prospects in Saleshandy	Account Properties

Configuration🔧 & Mapping Fields🗺️

What is Configuration🔧 & Mapping🗺️?

Which Configuration Fields are available in Saleshandy and what Mapping Fields are synced in Salesforce?

How do you configure a Salesforce account in Saleshandy?

👉 Next Steps