Individual field values within a mapping are controlled by the Field Mappings.
| Info |
|---|
Before starting, ensure there is a destination field in Salesforce for each field on the website form. |
...
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. |
...
Click the Add Field Mapping… button to bring up the form. Complete the values required for the new field mapping, then click Save Mapping. The record is added and changes are reflected on the screen immediately.
...
Form field
...
Send2CRM Visitor fields always appear in this list, and will be populated with values from the currently identified visitor. If no visitor is available these values will not exist, and the mappings will be ignored.
The dropdown list also includes two special entries by default: Data accessor and Value. Selecting either of these displays a text field where a free-form value can be entered. When Value is selected this indicates a constant or literal value; Send2CRM will automatically parse this into JSON data ready for use.
...
The list above also includes some additional sample values automatically populated via form capture.
...