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Individual field values within a mapping are controlled by the Field Mappings.

Info

Before starting, ensure there is destination field in Salesforce for each field on the website form.

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Fields

Salesforce field

Required. The dropdown list is pre-populated with the available fields for the selected Salesforce object. When Lead conversion applies, Contact fields are also included.

Form field

A unique string that Send2CRM can match against your form fields to determine the submitted value.

Inbound Mapping

Determines how the form field will be used and copied to the Salesforce field for inbound submissions. See below for more.

Personalize

When checked the Salesforce field value will be returned to the web browser on successful form submission. See Visitor Personalization for more.

Weight

Determines processing order when multiple mappings exist for the same field. See below for more.

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