> For the complete documentation index, see [llms.txt](https://docs-vnext.kiflo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs-vnext.kiflo.com/integrations/salesforce/how-to-map-fields-with-salesforce.md).

# How to map fields with Salesforce?

The native Salesforce integration can be configured to choose for each field *if* and *how* it must be synchronized. This provides the high degree of flexibility required to keep your CRM clean.

This page describes how to customize the field mapping between Kiflo and Salesforce.

{% hint style="info" %}
**Before you begin**

* Make sure the Salesforce integration is enabled: [Salesforce](/integrations/salesforce/salesforce.md)
* And you turned on the right settings to sync deals: [Settings](/integrations/salesforce/salesforce.md#turn-on-settings)
  {% endhint %}

Customize the mapping:

* Go to the **Manage** page
* Click on the **Integrations** button
* Click on **Salesforce**
* Click on the **Mapping** tab
* Then select the type of object you'd like to map

![](https://3041514930-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKkJn82Qo5a0Y4fOsoQzo%2Fuploads%2Fgit-blob-c3ecc4f3f8d0cbce94af1da0af9ca7db3783f714%2F67586c6430af6576534dbc28.png?alt=media)

## Add mapping

In order to sync a new field with Salesforce:

* Click the **Add mapping** button
* Select the source property from Kiflo
* Select the target property in Salesforce
* Choose the sync rule that describes how the field should be synced
* Then click the **Add** button to save changes

[Learn more about sync rules](#sync-rules)

## Remove mapping

If you'd like to stop syncing a field, you can remove the mapping:

* Check or more rows (mapping)
* Click the **Delete** button
* Then confirm the deletion

Those fields won't be synced anymore. It does not impact/remove the data already sent to Kiflo or Salesforce.

## Compatible types

You can only select compatible properties. Text properties can be mapped with text properties, date properties with date properties, and so on.

Here are the compatible property types:

| Kiflo property type | Salesforce field type    |
| ------------------- | ------------------------ |
| Single-line text    | String, Phone            |
| URL                 | URL                      |
| Email               | Email                    |
| Multi-line text     | Text area, Richtext area |
| Checkbox            | Boolean                  |
| Multi-select        | Multi-picklist           |
| Single select       | Picklist                 |
| Date                | Date, Datetime           |
| Number              | Percent, Double          |
| Currency            | Currency                 |
| Kiflo user          | Salesforce user          |

## Mapping list of values

For *Single select* or *Multi-select* properties, every single option must be mapped. A new section is visible when adding a mapping on single or multi-select properties:

![](https://3041514930-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKkJn82Qo5a0Y4fOsoQzo%2Fuploads%2Fgit-blob-f299323b85663553e3255ace596a69b273d625fc%2F64fef197b7432c05c604dfa7.png?alt=media)

The left column represents all possible values in Kiflo and the right column represents all possible values in Salesforce.

## Sync rules <a href="#sync-rules" id="sync-rules"></a>

For each mapping specify how the data must be synced. There are four different options:

| Sync rule               | Description                                                                                                                                                                                       |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Prefer Kiflo**        | The most recent value from Kiflo will always overwrite the value in Salesforce. If the field is emptied in Kiflo it won't empty the field in Salesforce.                                          |
| **Prefer Salesforce**   | The most recent value from Salesforce will always overwrite the value in Kiflo. If the field is emptied in Salesforce it won't empty the field in Kiflo.                                          |
| **Both ways (default)** | The fields are synced both ways. The most recent value always overrides the previous one. If it's changed in Salesforce it will update Kiflo, if it's changed in Kiflo it will update Salesforce. |
| **None**                | The fields won't be synced at all. It's equivalent to removing the mapping.                                                                                                                       |


---

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