Each unique form has one or more send2crm Send2CRM Mappings. The mapping defines the overall settings for matching form submissions and creating or updating records in Salesforce.
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Mapping Name | Give your mapping a descriptive name to help identify and distinguish it from others. | Sort Index | Optional. When a form has multiple mappings, this gives a means of determining the processing order.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. |
Validator | Select the custom validator to run prior to processing submissions. | |||
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. 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 an ‘Identity a ‘Matching Key’ field mapping. | |||
Soft Failure Mode | Check this box to allow the form submission to complete if the mapping fails.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). | 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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The send2crm Send2CRM Visitor object includes lookup fields for Lead and Contact by default. However almost any other standard or custom object may be used for Visitor identification; simply add a custom lookup field to the send2crm Send2CRM Visitor object and it will appear here. |
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To temporarily disable a mapping without deleting and re-entering, simply manully set an invalid identifier. e.g.:
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