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.
Warning: The Docupace integration supports only default fields from Salesforce. All custom fields must be added individually.
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
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.
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 | SSN | SALESFORCE | BASE | Contact1.SocSecNumber__c | Owner1.SocSecNumber | N/A | N/A | N/A | 0 |
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 |
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 |