Mapping Object

Mapping Name

Give your mapping a descriptive name to help identify and distinguish it from others.

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 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.