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Field Mapping for Salesforce Standard Objects
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Field Mapping for Salesforce Standard Objects

Owned by Inese Auzina
Last updated: Feb 11, 2025
4 min read

Introduction: This integration guide describes how to connect the Salesforce.com CRM platform to the Docupace document management system for the companies that use both systems.

Date

Changes

Date

Changes

February 2025

The field naming scheme changed on the Docupace side.

Some field names changed on the Salesforce side.

September 2023

Additional mappings due to new functionality.

Household mappings.

January 2023

Additional mappings.

SSN is not a required field.

Contact and Account merged into one object in Salesforce.

 

Overview of Field Mapping for Salesforce

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.

Warning: The Docupace integration supports only default fields from Salesforce. All custom fields must be added individually.

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.

Audience: Business Analysts and Developers who need to connect Salesforce.com to Docupace.

Functionality: Field Mapping from Salesforce Standard Objects to Docupace.

Related Pages

System Information

Field/Data

From Namespace

To Namespace

From Field Mask

To Field Mask

Value Mapping

FM Overwrite Option

Field/Data

From Namespace

To Namespace

From Field Mask

To Field Mask

Value Mapping

FM Overwrite Option

1

Client ID

SALESFORCE

BASE

*[].Id

PARTY.HOLDER\2.ClientID

 

Overwrite Nullable Only

2

Client ID

SALESFORCE

BASE

Contact1.Id

PARTY.HOLDER1.ClientID

 

 

3

Entity ID

SALESFORCE

BASE

*[].Id

 

PARTY.HOLDER\2.EntityType

#{isMatched(expand('\1'), 'Contact') ? 'Person' : (isMatched(expand('\1'), 'Account') ? 'Entity' : 'Other')}

Overwrite Nullable Only

4

Source CRM Id

SALESFORCE

BASE

*[].Id

PARTY.HOLDER\2.SourceCRM

#{"SALESFORCE:" + (isAllNotEmpty("\1\2.CreatedById") ? value("\1\2.CreatedById") : value("\1\2.Id"))}

Overwrite Nullable Only

5

Description/Notes

SALESFORCE

BASE

Contact1.Description

PARTY.HOLDER1.Notes

 

 

6

Household ID

BASE

ARI_RECORD

Owner1.HouseholdID

110.100105

 

 

Identity Information

Field/Data

From Namespace

To Namespace

Field Mask From

Field Mask TO

Value Mapping

Condition

FM Overwrite Option

Field/Data

From Namespace

To Namespace

Field Mask From

Field Mask TO

Value Mapping

Condition

FM Overwrite Option

1

Social Security Number

SALESFORCE

BASE

*[].SocSecNumber__c

PARTY.HOLDER\2.SocSecNumber

 

 

 

2

Social Security Number

SALESFORCE

BASE

*[].practifi__SSN__c

PARTY.HOLDER\2.SocSecNumber

 

 

Overwrite Nullable Only

3

Salutation/ Prefix

SALESFORCE

BASE

Account1.Salutation

PARTY.HOLDER1.Prefix

 

#{isAllNotEmpty("Account1.Salutation")}

 

4

Salutation/ Prefix

SALESFORCE

BASE

Account1.Salutation

PARTY.HOLDER1.Prefix

 

#{isAllNotEmpty('Account1.Salutation')}

 

5

Salutation/Prefix

SALESFORCE

BASE

Contact1.Salutation

PARTY.HOLDER1.Prefix

 

 

 

6

Salutation/Prefix/Suffix

SALESFORCE

BASE

Contact1.Salutation

PARTY.HOLDER1.Suffix

 

 

 

7

Title

SALESFORCE

BASE

Contact1.Title

PARTY.HOLDER1.Title

 

 

 

8

First Name

SALESFORCE

BASE

Account1.FirstName

PARTY.HOLDER1.FirstName

 

 

 

9

First Name

SALESFORCE

BASE

Contact1.FirstName

PARTY.HOLDER1.FirstName

 

 

 

10

Middle Name

SALESFORCE

BASE

*[].practifi__Middle_Name__c

PARTY.HOLDER1.MiddleName

 

 

 

11

Middle Name

SALESFORCE

BASE

Account1.MiddleName

PARTY.HOLDER1.MiddleName

 

 

 

12

Middle Name

SALESFORCE

BASE

Contact1.MiddleName

PARTY.HOLDER1.MiddleName

 

 

 

13

Last Name

SALESFORCE

BASE

Account1.LastName

PARTY.HOLDER1.LastName

 

 

 

14

Last Name

SALESFORCE

BASE

Contact1.LastName

PARTY.HOLDER1.LastName

 

 

 

15

Suffix

SALESFORCE

BASE

Account1.Suffix

PARTY.HOLDER1.Suffix

 

#{isAllNotEmpty("Account1.Suffix")}

 

16

Suffix

SALESFORCE

BASE

Account1.Suffix

PARTY.HOLDER1.Suffix

 

#{isAllNotEmpty('Account1.Suffix')}

 

17

Suffix

SALESFORCE

BASE

Contact1.Suffix

PARTY.HOLDER1.Suffix

 

 

 

18

Full Name

SALESFORCE

BASE

Contact1.Name

PARTY.HOLDER1.FullName

 

 

 

19

Entity Name

SALESFORCE

BASE

Account1.Name

PARTY.HOLDER1.EntityName

 

#{!isMatched(value("Contact1.IsPersonAccount"), "true")}

 

20

Entity Name to Household ID (Disabled)

SALESFORCE

BASE

Account1.Name

PARTY.HOLDER1.HouseholdID

 

2=1

 

21

Date Of Birth

SALESFORCE

BASE

Account1.PersonBirthdate

PARTY.HOLDER1.DateOfBirth

#{formatDate(date("Account1.PersonBirthdate"), "MM/dd/yyyy")}

#{isAllNotEmpty("Account1.PersonBirthdate")}

 

22

Date Of Birth

SALESFORCE

BASE

Account1.PersonBirthdate

PARTY.HOLDER1.DateOfBirth

#{formatDate(date('Account1.PersonBirthdate'), 'MM/dd/yyyy')}

#{isAllNotEmpty('Account1.PersonBirthdate')}

 

23

Date Of Birth

SALESFORCE

BASE

Contact1.Birthdate

PARTY.HOLDER1.DateOfBirth

#{formatDate(date('Contact1.Birthdate'), 'MM/dd/yyyy')}

 

 

24

Gender

SALESFORCE

BASE

*[].practifi__Gender__c

PARTY.HOLDER1.Gender

 

 

Overwrite All

25

Marital Status

SALESFORCE

BASE

*[].practifi__Marital_Status__c

PARTY.HOLDER1.MaritalStatus

Unknown=
*=#{value()}

 

 

26

Marital Status

SALESFORCE

BASE

Contact1.FinServ__MaritalStatus__c

PARTY.HOLDER1.MaritalStatus

 

 

 

27

Citizenship (US or other)

SALESFORCE

BASE

*[].practifi__Citizenship_Status__c

PARTY.HOLDER1.CitizenshipType

US Citizen = Yes
*=No

 

Overwrite All

28

Occupation

SALESFORCE

BASE

*[].practifi__Occupation__c

PARTY.HOLDER1.Occupation

 

 

 

29

Occupation

SALESFORCE

BASE

*[].practifi__Occupation__c

PARTY.HOLDER1.OccupationType

 

 

 

30

Occupation

SALESFORCE

BASE

Contact1.FinServ__Occupation__c

PARTY.HOLDER1.Occupation

 

 

 

31

Department/Employer

SALESFORCE

BASE

*[].practifi__Employer__c

PARTY.HOLDER1.Employer

 

 

 

32

Department/Employer

SALESFORCE

BASE

*[].practifi__Employer__c

PARTY.HOLDER1.EmployerBusType

 

 

 

Communication Details

Field/Data

From Namespace

To Namespace

From Field Mask

To Field Mask

Condition

Field/Data

From Namespace

To Namespace

From Field Mask

To Field Mask

Condition

1

Legal Email

SALESFORCE

BASE

Account1.PersonEmail

PARTY.HOLDER1.Legal.Email

 

2

Legal Email

SALESFORCE

BASE

Contact1.Email

PARTY.HOLDER1.Legal.Email

 

3

Mailing Email

SALESFORCE

BASE

Contact1.Email

PARTY.HOLDER1.HomeEmailAddr

 

4

Phone Number

SALESFORCE

BASE

Contact1.Phone

PARTY.HOLDER1.HomePhone

#{!isMatched(value("Contact1.IsPersonAccount"), "true")}

5

Home Phone

SALESFORCE

BASE

Contact1.Phone

PARTY.HOLDER1.Phone

 

6

Home Phone Number

SALESFORCE

BASE

Account1.Phone

PARTY.HOLDER1.HomePhone

#{isMatched(value("Contact1.IsPersonAccount"), "true")}

7

Home/Legal Phone Number

SALESFORCE

BASE

Contact1.HomePhone

PARTY.HOLDER1.Legal.Phone

 

8

Mobile/Legal Phone Number

SALESFORCE

BASE

Contact1.MobilePhone

PARTY.HOLDER1.Legal.Mobile

 

9

Other Phone Number

SALESFORCE

BASE

Contact1.OtherPhone

PARTY.HOLDER1.OtherPhone

 

10

Mailing Fax Number

SALESFORCE

BASE

Contact1.Fax

PARTY.HOLDER1.Mailing.Fax

 

Address

Field/Data

From Namespace

To Namespace

From Field Mask

To Field Mask

Value Mapping

Condition

Field/Data

From Namespace

To Namespace

From Field Mask

To Field Mask

Value Mapping

Condition

1

Billing/Legal Street Address

SALESFORCE

BASE

Account1.BillingStreet

PARTY.HOLDER1.Legal.AddrAllLines

 

 

2

Billing/Legal City

SALESFORCE

BASE

Account1.BillingCity

PARTY.HOLDER1.Legal.AddrCity

 

 

3

Billing/Legal Postal/Zip Code

SALESFORCE

BASE

Account1.BillingPostalCode

PARTY.HOLDER1.Legal.AddrZip

 

 

4

Billing/Legal State

SALESFORCE

BASE

Account1.BillingState

PARTY.HOLDER1.Legal.AddrState

 

 

5

Billing/Legal Address Country

SALESFORCE

BASE

Account1.BillingCountry

PARTY.HOLDER1.Legal.Country

 

 

6

Legal Address Country

SALESFORCE

BASE

*

PARTY.HOLDER1.Legal.Country

US

#{isAllNotEmpty("Contact1.OtherStreet")}

7

Mailing Street

SALESFORCE

BASE

Contact1.MailingStreet

PARTY.HOLDER1.Mailing.AddrLine1

 

 

8

Mailing Street Address

SALESFORCE

BASE

Contact1.MailingStreet

PARTY.HOLDER1.Mailing.AddrAllLines

 

 

9

Mailing City

SALESFORCE

BASE

Contact1.MailingCity

PARTY.HOLDER1.Mailing.AddrCity

 

 

10

Mailing Postal/Zip Code

SALESFORCE

BASE

Contact1.MailingPostalCode

PARTY.HOLDER1.Mailing.AddrZip

 

 

11

Mailing State

SALESFORCE

BASE

Contact1.MailingState

PARTY.HOLDER1.Mailing.AddrState

 

 

12

Mailing Country

SALESFORCE

BASE

*

PARTY.HOLDER1.Mailing.Country

US

#{isAllNotEmpty("Contact1.MailingStreet")}

13

Mailing Country

SALESFORCE

BASE

Contact1.MailingCountry

PARTY.HOLDER1.Mailing.Country

 

 

14

Mailing/Legal Street

SALESFORCE

BASE

Account1.PersonMailingStreet

PARTY.HOLDER1.Legal.AddrLine1

 

 

15

Mailing/Legal City

SALESFORCE

BASE

Account1.PersonMailingCity

PARTY.HOLDER1.Legal.AddrCity

 

 

16

Mailing/Legal Postal/Zip Code

SALESFORCE

BASE

Account1.PersonMailingPostalCode

PARTY.HOLDER1.Legal.AddrZip

 

 

17

Mailing/Legal State

SALESFORCE

BASE

Account1.PersonMailingState

PARTY.HOLDER1.Legal.AddrState

 

 

18

Mailing/Legal Address Country

SALESFORCE

BASE

Account1.PersonMailingCountry

PARTY.HOLDER1.Legal.Country

 

 

19

Other/Legal Street Address

SALESFORCE

BASE

Contact1.OtherStreet

PARTY.HOLDER1.Legal.AddrAllLines

 

 

20

Other/Legal Street

SALESFORCE

BASE

Contact1.OtherStreet

PARTY.HOLDER1.Legal.AddrLine1

 

 

21

Other/Legal Street Address

SALESFORCE

BASE

Contact1.OtherStreet

PARTY.HOLDER1.LegalAddrAllLines

 

 

22

Other/Legal Street

SALESFORCE

BASE

Contact1.OtherStreet

PARTY.HOLDER1.LegalAddrLine1

 

 

23

Other/Legal City

SALESFORCE

BASE

Contact1.OtherCity

PARTY.HOLDER1.Legal.AddrCity

 

 

24

Other/Legal Postal/Zip Code

SALESFORCE

BASE

Contact1.OtherPostalCode

PARTY.HOLDER1.Legal.AddrZip

 

 

25

Other/Legal State

SALESFORCE

BASE

Contact1.OtherState

PARTY.HOLDER1.Legal.AddrState

 

 

26

Other/Legal Address Country

SALESFORCE

BASE

Contact1.OtherCountry

PARTY.HOLDER1.Legal.Country

 

 

Household Members’ Information

Field/Data

From Namespace

To Namespace

From Field Mask

To Field Mask

Field/Data

From Namespace

To Namespace

From Field Mask

To Field Mask

1

Household Member's Client Id

SALESFORCE

BASE

ContactByAccount[].Id

PARTY.HOUSEHOLDER[].ClientID

2

Household Member's Salutation/Suffix

SALESFORCE

BASE

ContactByAccount[].Salutation

PARTY.HOUSEHOLDER[].Suffix

3

Household Member's Title

SALESFORCE

BASE

ContactByAccount[].Title

PARTY.HOUSEHOLDER[].Title

4

Household Member's First Name

SALESFORCE

BASE

ContactByAccount[].FirstName

PARTY.HOUSEHOLDER[].FirstName

5

Household Member's Last Name

SALESFORCE

BASE

ContactByAccount[].LastName

PARTY.HOUSEHOLDER[].LastName

6

Household Member's Full Name

SALESFORCE

BASE

ContactByAccount[].Name

PARTY.HOUSEHOLDER[].FullName

7

Household Member's Birthdate

SALESFORCE

BASE

ContactByAccount[].Birthdate

PARTY.HOUSEHOLDER[].DateOfBirth

8

Household Member's Email

SALESFORCE

BASE

ContactByAccount[].Email

PARTY.HOUSEHOLDER[].Mailing.Email

9

Household Member's Phone

SALESFORCE

BASE

ContactByAccount[].Phone

PARTY.HOUSEHOLDER[].Phone

10

Household Member's Mobile/Legal Phone

SALESFORCE

BASE

ContactByAccount[].MobilePhone

PARTY.HOUSEHOLDER[].Legal.Mobile

11

Household Member's Home/Legal Phone

SALESFORCE

BASE

ContactByAccount[].HomePhone

PARTY.HOUSEHOLDER[].Legal.Phone

12

Household Member's Other Phone

SALESFORCE

BASE

ContactByAccount[].OtherPhone

PARTY.HOUSEHOLDER[].OtherPhone

13

Household Member's Fax

SALESFORCE

BASE

ContactByAccount[].Fax

PARTY.HOUSEHOLDER[].Mailing.Fax

14

Household Member's Mailing Street Address

SALESFORCE

BASE

ContactByAccount[].MailingStreet

PARTY.HOUSEHOLDER[].Mailing.AddrAllLines

15

Household Member's Mailing City

SALESFORCE

BASE

ContactByAccount[].MailingCity

PARTY.HOUSEHOLDER[].Mailing.AddrCity

16

Household Member's Mailing Postal/Zip Code

SALESFORCE

BASE

ContactByAccount[].MailingPostalCode

PARTY.HOUSEHOLDER[].Mailing.AddrZip

17

Household Member's Mailing State

SALESFORCE

BASE

ContactByAccount[].MailingState

PARTY.HOUSEHOLDER[].Mailing.AddrState

18

Household Member's Mailing Country

SALESFORCE

BASE

ContactByAccount[].MailingCountry

PARTY.HOUSEHOLDER[].Mailing.Country

19

Household Member's Other/Legal Street Address

SALESFORCE

BASE

ContactByAccount[].OtherStreet

PARTY.HOUSEHOLDER[].Legal.AddrAllLines

20

Household Member's Other/Legal City

SALESFORCE

BASE

ContactByAccount[].OtherCity

PARTY.HOUSEHOLDER[].Legal.AddrCity

21

Household Member's Other/Legal Postal/Zip Code

SALESFORCE

BASE

ContactByAccount[].OtherPostalCode

PARTY.HOUSEHOLDER[].Legal.AddrZip

22

Household Member's Other/Legal State

SALESFORCE

BASE

ContactByAccount[].OtherState

PARTY.HOUSEHOLDER[].Legal.AddrState

23

Household Member's Other/Legal Address Country

SALESFORCE

BASE

ContactByAccount[].OtherCountry

PARTY.HOUSEHOLDER[].Legal.Country

24

Household Member's Employer

SALESFORCE

BASE

ContactByAccount[].Department

PARTY.HOUSEHOLDER[].Employer

25

Household Member's Notes

SALESFORCE

BASE

ContactByAccount[].Description

PARTY.HOUSEHOLDER[].Notes

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