	Field/Data	From Namespace	To Namespace	From Field Mask	To Field Mask	Value Mapping	FM Overwrite Option
1	Client ID	SALESFORCE	BASE	*[].Id	Owner\2.ClientID	N/A	Overwrite Nullable Only
2	Entity ID	SALESFORCE	BASE	*[].Id	Owner\2.EntityType	`#{isMatched(expand('\1'), 'Contact') ? 'Person' : (isMatched(expand('\1'), 'Account') ? 'Entity' : 'Other')}`	Overwrite Nullable Only
3	Source	SALESFORCE	BASE	Account1.Id	Owner1.SourceCRM	`SALESFORCE`	N/A
4	Description/Notes	SALESFORCE	BASE	Contact1.Description	Owner1.Notes	N/A	N/A

Identity Information

Note
Warning: You must modify the Docupace SSN field mapping if your firm uses a custom SSN field in Salesforce for Person Account Objects. Contact Support for assistance.

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	Field/Data	From Namespace	To Namespace	Field Mask From	Field Mask TO	Value Mapping	Condition	FM Overwrite Option	Priority
1	Title	SALESFORCE	BASE	Contact1.Title	Owner1.Title	N/A	N/A	N/A	0
2	Suffix	SALESFORCE	BASE	Account1.Suffix	Owner1.Suffix	N/A	`#{isAllNotEmpty('Account1.Suffix')}`	N/A	0
3	Salutation/ Suffix	SALESFORCE	BASE	Contact1.Salutation	Owner1.Suffix	N/A	N/A	N/A	0
4	Salutation/ Prefix	SALESFORCE	BASE	Account1.Salutation	Owner1.Prefix	N/A	`#{isAllNotEmpty('Account1.Salutation')}`	N/A	0
5	Entity Name	SALESFORCE	BASE	Account1.Name	Owner1.EntityName	N/A	N/A		0
6	First Name	SALESFORCE	BASE	Contact1.FirstName	Owner1.FirstName	N/A	N/A	N/A	0
7	First Name	SALESFORCE	BASE	Account1.FirstName	Owner1.FirstName	N/A	N/A	N/A	0
8	Middle Name	SALESFORCE	BASE	Account1.MiddleName	Owner1.MiddleName	N/A	N/A	N/A	0
9	Last Name	SALESFORCE	BASE	Contact1.LastName	Owner1.LastName	N/A	N/A	N/A	0
10	Last Name	SALESFORCE	BASE	Account1.LastName	Owner1.LastName	N/A	N/A	N/A	0
11	Full Name	SALESFORCE	BASE	Contact1.Name	Owner1.FullName	N/A	N/A	N/A	0
12	Date Of Birth	SALESFORCE	BASE	Account1.PersonBirthdate	Owner1.DateOfBirth	`#{formatDate(date('Account1.PersonBirthdate'), 'MM/dd/yyyy')}`	`#{isAllNotEmpty('Account1.PersonBirthdate')}`	N/A	0
13	Date Of Birth	SALESFORCE	BASE	Contact1.Birthdate	Owner1.DateOfBirth	N/A	N/A	N/A	0
14	SSN	SALESFORCE	BASE	Contact1.SocSecNumber__c	Owner1.SocSecNumber	N/A	N/A	N/A
15	SSN	SALESFORCE	BASE	Account1.SocSecNumber__c	Owner1.SocSecNumber	N/A	N/A	Overwrite Nullable Only	-1
16	Department/ Employer	SALESFORCE	BASE	Contact1.Department	Owner1.Employer	N/A	N/A	N/A	0

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