How to Use this Page
This page is an index of the Standard Object Fields from Salesforce that Docupace supports. These are categorized by the type of information that they contain.
...
Note: Formerly the Docupace integration package required the SSN (Social Security Number) field to be filled out for all Salesforce Accounts and Contacts. With R2 2022 release of Docupace the SSN field is no longer mandatory and is not part of the standard field mapping.
System Information
Field/Data | From Namespace | To Namespace | From Field Mask | To Field Mask | Value Mapping | FM Overwrite Option | Priority | |
---|---|---|---|---|---|---|---|---|
1 | Client ID | SALESFORCE | BASE | *[].Id | Owner\2.ClientID | N/A | Overwrite Nullable Only | 0 |
2 | Entity ID | SALESFORCE | BASE | *[].Id | Owner\2.EntityType |
| Overwrite Nullable Only | 0 |
3 | Source | SALESFORCE | BASE | Owner1.SourceCRM |
| N/A | 0 | |
4 | Description/Notes | SALESFORCE | BASE | Contact1.Description | Owner1.Notes | N/A | N/A | 0 |
Identity Information
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 |
| 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 |
| N/A | 0 |
5 | Entity Name | SALESFORCE | BASE | 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 | Owner1.FullName | N/A | N/A | N/A | 0 | |
12 | Date Of Birth | SALESFORCE | BASE | Account1.PersonBirthdate | Owner1.DateOfBirth |
|
| N/A | 0 |
13 | Date Of Birth | SALESFORCE | BASE | Contact1.Birthdate | Owner1.DateOfBirth | N/A | N/A | N/A | 0 |
14 | Department/ Employer | SALESFORCE | BASE | Contact1.Department | Owner1.Employer | N/A | N/A | N/A | 0 |
Communication Details
Field/Data | From Namespace | To Namespace | From Field Mask | To Field Mask | Priority | |
---|---|---|---|---|---|---|
1 | Mailing Email | SALESFORCE | BASE | Contact1.Email | Owner1.MailingEmailAddr | 0 |
2 | Home Email | SALESFORCE | BASE | Account1.PersonEmail | Owner1.HomeEmailAddr | N/A |
3 | Mailing Fax Number | SALESFORCE | BASE | Contact1.Fax | Owner1.MailingFax | 0 |
4 | Home Phone Number | SALESFORCE | BASE | Contact1.HomePhone | Owner1.HomePhone | 0 |
5 | Mobile Phone Number | SALESFORCE | BASE | Contact1.MobilePhone | Owner1.HomeMobile | 0 |
6 | Other Phone Number | SALESFORCE | BASE | Contact1.OtherPhone | Owner1.OtherPhone | 0 |
7 | Phone Number | SALESFORCE | BASE | Contact1.Phone | Owner1.Phone | 0 |
Address
Field/Data | From Namespace | To Namespace | From Field Mask | To Field Mask | Priority | |
---|---|---|---|---|---|---|
1 | Billing/Home City | SALESFORCE | BASE | Account1.BillingCity | Owner1.HomeAddrCity | 0 |
2 | Mailing City | SALESFORCE | BASE | Contact1.MailingCity | Owner1.MailingAddrCity | 0 |
3 | Other/Home City | SALESFORCE | BASE | Contact1.OtherCity | Owner1.HomeAddrCity | 0 |
4 | Mailing/Home City | SALESFORCE | BASE | Account1.PersonMailingCity | Owner1.HomeAddrCity | 0 |
5 | Billing/Home Country | SALESFORCE | BASE | Account1.BillingCountry | Owner1.HomeCountry | 0 |
6 | Mailing Country | SALESFORCE | BASE | Contact1.MailingCountry | Owner1.MailingCountry | 0 |
7 | Other/Home Country | SALESFORCE | BASE | Contact1.OtherCountry | Owner1.HomeCountry | 0 |
8 | Mailing Country | SALESFORCE | BASE | Account1.PersonMailingCountry | Owner1.HomeCountry | 0 |
9 | Billing/Home Postal/Zip Code | SALESFORCE | BASE | Account1.BillingPostalCode | Owner1.HomeAddrZip | 0 |
10 | Mailing Postal/Zip Code | SALESFORCE | BASE | Contact1.MailingPostalCode | Owner1.MailingAddrZip | 0 |
11 | Other/Home Postal/Zip Code | SALESFORCE | BASE | Contact1.OtherPostalCode | Owner1.HomeAddrZip | 0 |
12 | Mailing/Home Postal/Zip Code | SALESFORCE | BASE | Account1.PersonMailingPostalCode | Owner1.HomeAddrZip | 0 |
13 | Billing/Home State | SALESFORCE | BASE | Account1.BillingState | Owner1.HomeAddrState | 0 |
14 | Mailing State | SALESFORCE | BASE | Contact1.MailingState | Owner1.MailingAddrState | 0 |
15 | Other/Home State | SALESFORCE | BASE | Contact1.OtherState | Owner1.HomeAddrState | 0 |
16 | Mailing/Home State | SALESFORCE | BASE | Account1.PersonMailingState | Owner1.HomeAddrState | 0 |
17 | Billing/Home Street Address | SALESFORCE | BASE | Account1.BillingStreet | Owner1.HomeAddrAllLines | 0 |
18 | Mailing Street Address | SALESFORCE | BASE | Contact1.MailingStreet | Owner1.MailingAddrAllLines | 0 |
19 | Other/Home Street Address | SALESFORCE | BASE | Contact1.OtherStreet | Owner1.HomeAddrAllLines | 0 |
20 | Mailing/Home Street Address | SALESFORCE | BASE | Account1.PersonMailingStreet | Owner1.HomeAddrLine1 | 0 |
...