This is required in order to determine which objects ( Lead, contact, and/or account) in Salesforce should be mapped to a field within SalesIntel.
- Click on the User name at the right-hand side of the top corner and then click on settings.
- On the next screen click on the Lead mapping. On this screen, here you can map fields as per your exporting requirements. In this example, we will show state/country Abbreviation mapping.
Salesforce’s default setting is state and country abbreviations, in this example full state and country fields will be set as skip.
You are all set up with field mapping. Please use the following steps for each Lead, Contact and Account object.
1) If your Salesforce instance has full state and country fields as the setting you would need to select skip for state and country abbreviations.
2) Only one, abbreviations or full name, can be made mapped the other needs to be skipped.