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Mapping Name | Give your mapping a descriptive name to help identify and distinguish it from others. |
Salesforce Object | The type of record that will be created or updated in Salesforce when this mapping is used. May be almost any standard or custom object. |
Handle Lead Conversion | When the Salesforce Object is set to Lead, Send2CRM can automatically switch to Contact for converted Leads. Check this box to enable. |
Identification Lookup | (Optional). If this mapping should generate Visitor records, select the lookup field on the Visitor object that references the configured Salesforce object above (must match). Note: the options here are filtered to the available lookup fields matching the selected Salesforce Object. |
Form Identifier | A unique string that Send2CRM can match against your form submissions to determine when to use this mapping. The easiest way to obtain this is by Capturing Form Submissions. |
Sort Index | Optional. When a form has multiple mappings, this gives a means of determining the processing order. |
Validator | Select the custom validator to run prior to processing submissions. |
Update Only | To disable creation of new records and only allow updating existing records (when found), check this box. To always force creation of new records, simply omit a ‘Matching Key’ field mapping. |
Soft Failure Mode | Check this box to allow the form submission to complete if the mapping fails. |
Condition Matching | If the mapping has multiple conditions applied, Send2CRM can require them all (AND) or any one (OR) to pass. |
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