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Salesforce: Configuration🔧 & Mapping Fields🗺️
Salesforce: Configuration🔧 & Mapping Fields🗺️
Naitik Chavda avatar
Written by Naitik Chavda
Updated over a week ago

Configuration🔧 & Mapping Fields🗺️

What is Configuration🔧 & 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 Here.

Saleshandy

Salesforce

Prospects in Saleshandy

Prospects in Saleshandy

Prospects in Saleshandy

Prospects in Saleshandy

How do you configure a Salesforce account in Saleshandy?

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

  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 & 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! ❤️

Happy Selling. 🤝

Warmest regards,

Saleshandy Team

👉 Next Steps

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


💡 Tip

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

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