System Information
Field/Data | From Namespace | To Namespace | From Field Mask | To Field Mask | Value Mapping | Condition | FM Overwrite Option | Priority | ||
---|---|---|---|---|---|---|---|---|---|---|
1 | Client ID | SALESFORCE | BASE | *[].Id | Owner\2.ClientID | N/A | N/A | Overwrite Nullable Only | 0 | |
2 | Client ID | SALESFORCE | BASE | Contact1.Id | Owner1.ClientID | N/A | N/A | 0 | ||
3 | Client ID | SALESFORCE | BASE | Contact1.Id | Owner1.ClientID |
|
| Overwrite All | -1 | |
4 | Entity ID | SALESFORCE | BASE | *[].Id | Owner\2.EntityType |
| Overwrite Nullable Only | 0 | 3||
5 | Account | SALESFORCE | BASE | Account[].* | ContactByAccount[].* | N/A | #{value('Contact1.IsPersonAccount')} | 15 | ||
6 | Account | SALESFORCE | BASE | Account[].* | Account[].* | *= | #{value('Contact1.IsPersonAccount')} | Overwrite All | 14 | |
7 | Source | SALESFORCE | BASE | Account1.Id | Owner1.SourceCRM |
| N/A | N/A | 0 | |
8 | Source CRM Id | SALESFORCE | BASE | *[].Id | Owner\2.SourceCRM |
| N/A | Overwrite Nullable Only | 0 | |
49 | Description/Notes | SALESFORCE | BASE | Contact1.Description | Owner1.Notes | N/A | N/A | N/A | 0 | |
10 | Household ID | BASE | ARI_RECORD | Owner1.HouseholdID | 110.100105 | N/A | 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 | Salutation/ Prefix | SALESFORCE | BASE | Account1.Salutation | Owner1.Prefix | N/A |
| N/A | 0 | ||
3 | Suffix | SALESFORCE | BASE | Account1.Suffix | Owner1.Suffix | N/A |
| N/A | 0 | 3 | Salutation/ |
4 | Salutation/ Prefix | SALESFORCE | BASE | Contact1.Salutation | Owner1.Prefix | N/A | N/A | N/A | 0 | ||
5 | Suffix | SALESFORCE | BASE | Contact1.SalutationSuffix | Owner1.Suffix | N/A | N/A | N/A | 0 | 4 | Salutation/ Prefix|
6 | Entity Name | SALESFORCE | BASE | Account1.SalutationName | Owner1.PrefixEntityName | N/A |
| N/A | 0 | ||
57 | Entity Name | SALESFORCE | BASE | Account1.Name | Owner1.EntityName | N/A |
| N/A | 0 | ||
8 | Entity Name | SALESFORCE | BASE | Account1.Name | Owner1.HouseholdID | N/A |
| N/A | 0 | ||
69 | First Name | SALESFORCE | BASE | Contact1.FirstName | Owner1.FirstName | N/A | N/A | N/A | 0 | ||
710 | First Name | SALESFORCE | BASE | Account1.FirstName | Owner1.FirstName | N/A | N/A | N/A | 0 | ||
811 | Middle Name | SALESFORCE | BASE | Contact1.MiddleName | Owner1.MiddleName | N/A | N/A | N/A | 0 | ||
12 | Middle Name | SALESFORCE | BASE | Account1.MiddleName | Owner1.MiddleName | N/A | N/A | N/A | 0 | ||
13 | Middle Name | SALESFORCE | BASE | Contact1.MiddleName | Owner1.MiddleName | N/A | N/A | N/A | 0 | ||
914 | Last Name | SALESFORCE | BASE | Contact1.LastName | Owner1.LastName | N/A | N/A | N/A | 0 | ||
1015 | Last Name | SALESFORCE | BASE | Account1.LastName | Owner1.LastName | N/A | N/A | N/A | 0 | ||
1116 | Full Name | SALESFORCE | BASE | Contact1.Name | Owner1.FullName | N/A | N/A | N/A | 0 | ||
1217 | Date Of Birth | SALESFORCE | BASE | Account1.PersonBirthdate | Owner1.DateOfBirth |
|
| N/A | 0 | ||
1318 | Date Of Birth | SALESFORCE | BASE | Contact1.Birthdate | Owner1.DateOfBirth | N/A | N/A | N/A | 0 | 14||
19 | Date Of Birth | SALESFORCE | BASE | Account1.PersonBirthdate | Owner1.DateOfBirth |
|
| 0 | |||
20 | Marital Status | SALESFORCE | BASE | Contact1.FinServ__MaritalStatus__c | Owner1.MaritalStatus | N/A | N/A | N/A | 0 | ||
21 | Marital Status | SALESFORCE | BASE | Account1.FinServ__MaritalStatus__pc | Owner1.MaritalStatus | N/A | N/A | N/A | 0 | ||
22 | Occupation | SALESFORCE | BASE | Contact1.FinServ__Occupation__c | Owner1.Occupation | N/A | N/A | N/A | 0 | ||
23 | Occupation | SALESFORCE | BASE | Account1.FinServ__Occupation__pc | Owner1.Occupation | N/A | N/A | Overwrite All | 0 | ||
24 | Department/ Employer | SALESFORCE | BASE | Contact1.Department | Owner1.Employer | N/A | N/A | N/A | 0 | ||
25 | Social Security Number | SALESFORCE | BASE | *[].FinServ__TaxId__pc | Owner\2.SocSecNumber | N/A | N/A | N/A | 0 | ||
26 | Social Security Number | SALESFORCE | BASE | Contact1.FinServ__TaxId__c | Owner1.SocSecNumber | N/A | N/A | N/A | 0 | ||
27 | Social Security Number | SALESFORCE | BASE | *[].SocSecNumber__c | Owner\2.SocSecNumber | N/A | FALSE | N/A | 0 | ||
28 | Number of Dependents | SALESFORCE | BASE | Account1.FinServ__NumberOfDependents__pc | Owner1.DependentsNumber |
| N/A | Overwrite All | 0 | ||
29 | Number of Dependents | SALESFORCE | BASE | Contact1.FinServ__NumberOfDependents__c | Owner1.DependentsNumber |
| N/A | N/A | 0 | ||
30 | Citizenship | SALESFORCE | BASE | Account1.FinServ__PrimaryCitizenship__pc | Owner1.Citizenship | N/A | N/A | N/A | 0 | ||
31 | Citizenship | SALESFORCE | BASE | Contact1.FinServ__PrimaryCitizenship__c | Owner1.Citizenship | N/A | N/A | N/A | 0 |
Communication Details
Field/Data | From Namespace | To Namespace | From Field Mask | To Field Mask | Condition | Priority | |
---|---|---|---|---|---|---|---|
1 | Mailing Email | SALESFORCE | BASE | Contact1.Email | Owner1.MailingEmailAddrHomeEmailAddr | N/A | 0 |
2 | Home Email | SALESFORCE | BASE | Account1.PersonEmail | Owner1.HomeEmailAddr | N/A | N/A |
3 | Mailing Fax Number | SALESFORCE | BASE | Contact1.Fax | Owner1.MailingFax | N/A | 0 |
4 | Home Phone Number | SALESFORCE | BASE | Account1.Phone | Owner1.HomePhone |
| 0 |
5 | Home Phone Number | SALESFORCE | BASE | Contact1.HomePhone | Owner1.HomePhone |
| 0 |
56 | Mobile Phone Number | SALESFORCE | BASE | Contact1.MobilePhone | Owner1.HomeMobile | N/A | 0 |
67 | Other Phone Number | SALESFORCE | BASE | Contact1.OtherPhone | Owner1.OtherPhone | N/A | 0 |
78 | Phone Number | SALESFORCE | BASE | Contact1.Phone | Owner1.Phone | N/A | 0 |
9 | Mobile/Home Phone | SALESFORCE | BASE | Account1.PersonMobilePhone | Owner1.HomeMobile | N/A | 0 |
10 | Home Phone | SALESFORCE | BASE | Contact1.Phone | Owner1.HomePhone |
| 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 | Other/Legal Street Address | SALESFORCE | BASE | Contact1.OtherStreet | Owner1.LegalAddrAllLines | 0 |
21 | Other/Legal Street Address | SALESFORCE | BASE | Contact1.OtherStreet | Owner1.LegalAddrLine1 | 0 |
22 | Mailing/Home Street Address | SALESFORCE | BASE | Account1.PersonMailingStreet | Owner1.HomeAddrLine1 | 0 |
Household Members’ Information
Field/Data | From Namespace | To Namespace | From Field Mask | To Field Mask | Priority | |
---|---|---|---|---|---|---|
1 | Household Member's Client Id | SALESFORCE | BASE | ContactByAccount[].Id | HouseHoldMember[].ClientID | 0 |
2 | Household Member's Title | SALESFORCE | BASE | ContactByAccount[].Title | HouseHoldMember[].Title | 0 |
3 | Household Member's First Name | SALESFORCE | BASE | ContactByAccount[].FirstName | HouseHoldMember[].FirstName | 0 |
4 | Household Member's Salutation/Suffix | SALESFORCE | BASE | ContactByAccount[].Salutation | HouseHoldMember[].Suffix | 0 |
5 | Household Member's Last Name | SALESFORCE | BASE | ContactByAccount[].LastName | HouseHoldMember[].LastName | 0 |
6 | Household Member's Full Name | SALESFORCE | BASE | ContactByAccount[].Name | HouseHoldMember[].FullName | 0 |
7 | Household Member's Birthdate | SALESFORCE | BASE | ContactByAccount[].Birthdate | HouseHoldMember[].DateOfBirth | 0 |
8 | Household Member's Mobile/Home Phone | SALESFORCE | BASE | ContactByAccount[].MobilePhone | HouseHoldMember[].HomeMobile | 0 |
9 | Household Member's Home Phone | SALESFORCE | BASE | ContactByAccount[].HomePhone | HouseHoldMember[].HomePhone | 0 |
10 | Household Member's Other Phone | SALESFORCE | BASE | ContactByAccount[].OtherPhone | HouseHoldMember[].OtherPhone | 0 |
11 | Household Member's Phone | SALESFORCE | BASE | ContactByAccount[].Phone | HouseHoldMember[].Phone | 0 |
12 | Household Member's Email | SALESFORCE | BASE | ContactByAccount[].Email | HouseHoldMember[].MailingEmailAddr | 0 |
13 | Household Member's Fax | SALESFORCE | BASE | ContactByAccount[].Fax | HouseHoldMember[].MailingFax | 0 |
14 | Household Member's Employer | SALESFORCE | BASE | ContactByAccount[].Department | HouseHoldMember[].Employer | 0 |
15 | Household Member's Notes | SALESFORCE | BASE | ContactByAccount[].Description | HouseHoldMember[].Notes | 0 |
16 | Household Member's Mailing City | SALESFORCE | BASE | ContactByAccount[].MailingCity | HouseHoldMember[].MailingAddrCity | 0 |
17 | Household Member's Mailing Country | SALESFORCE | BASE | ContactByAccount[].MailingCountry | HouseHoldMember[].MailingCountry | 0 |
18 | Household Member's Mailing Postal/Zip Code | SALESFORCE | BASE | ContactByAccount[].MailingPostalCode | HouseHoldMember[].MailingAddrZip | 0 |
19 | Household Member's Mailing State | SALESFORCE | BASE | ContactByAccount[].MailingState | HouseHoldMember[].MailingAddrState | 0 |
20 | Household Member's Mailing Street | SALESFORCE | BASE | ContactByAccount[].MailingStreet | HouseHoldMember[].MailingAddrAllLines | 0 |
21 | Household Member's Other/Home City | SALESFORCE | BASE | ContactByAccount[].OtherCity | HouseHoldMember[].HomeAddrCity | 0 |
22 | Household Member's Other/Home Country | SALESFORCE | BASE | ContactByAccount[].OtherCountry | HouseHoldMember[].HomeCountry | 0 |
23 | Household Member's Other/Home Postal/Zip Code | SALESFORCE | BASE | ContactByAccount[].OtherPostalCode | HouseHoldMember[].HomeAddrZip | 0 |
24 | Household Member's Other/Home State | SALESFORCE | BASE | ContactByAccount[].OtherState | HouseHoldMember[].HomeAddrState | 0 |
25 | Household Member's Other/Home Street | SALESFORCE | BASE | ContactByAccount[].OtherStreet | HouseHoldMember[].HomeAddrAllLines | 0 |