Each unique form has its own S4S Cloud Mapping Object. This one or more Send2CRM Mappings. The mapping defines the overall settings for matching form submissions and generating creating or updating records in Salesforce.
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Fields
Mapping Name | Give your mapping a descriptive name to help identify and distinguish it from others.S4S Cloud . |
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 S4S Cloud 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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The 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 Visitor object and it will appear here. |
See the Visitor Identification page for more details on this process.
Disable a form mapping
To temporarily disable a mapping without deleting and re-entering, manully set an invalid identifier. e.g.:
formId:example_form_DISABLED