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(Not mapped) | Select this when a field mapping is for personalization purposes only i.e. the value in this Salesforce field will be returned to the visitor's browser. In this case a matching Form field is not required. |
Matching key | The form field value will be used to locate an existing record to update. If any Matching key value is empty then the form submission will fail. Where an existing record cannot be located and new records are allowed, the value will also be used as a default. |
Default value only | The form field value will be used to populate the Salesforce object only for new records or where the existing value is empty. |
Always copy | Any time a valid record is found the value will be copied to the Salesforce field. The pre-existing value will be overwritten. |
Add to Multi-Select Picklist | Allows adding new values to a multi-select picklist field without losing any existing values set. See Multi select Picklists. |
Append text | For text fields, the incoming form value will be appended to any existing value in the Salesforce record. |
Weight
To cater for advanced functionality, Send2CRM allows mapping the same field more than once. In these cases the Weight field can be set to a number to ensure a specific processing order.
For example, most web browsers do not submit any value for checkboxes unless checked. To work around this you could create two field mappings:
A fixed false value to be applied (i.e. the un-checked value).
The form field value, which will be applied only if present.
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The Weight can be safely left blank if not required. |
Edit and Delete
To edit a field mapping, click the dropbutton on the appropriate row and Edit. A similar form to the add field mapping appears.
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