Field Mapping Contacts Salesforce to Emma - Critical Need

  • 2
  • Idea
  • Updated 3 years ago
  • Not Planned
We are a new Emma client and just getting up and running on this.  We love the email design features of the system but we are hopping for improvements to the Salesforce integration.  We understand there are some great new features coming but our current issue is based on syncing contracts for personalization. Leads map fine (Name, Title, Email, Phone, name it...) When you work with contacts you can not map the company name.  This is a big issue.  I would really list to customize our client (contract) email communication with recognition of the company.  Please please fix this mapping issue? 

Does anyone have a work around that works?

Fingers crossed that this make a future feature list.

Photo of Darrin Stern

Darrin Stern

  • 7 Posts
  • 3 Reply Likes
  • frustered

Posted 3 years ago

  • 2
Photo of Katie Lewis

Katie Lewis, Official Rep

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Official Response
Hi Darrin! As you know, we currently we don't allow for mapping between Emma fields and Salesforce lookup or formula fields. There’s really great background on it on our Salesforce FAQs page in the Resource Center that says:

Many common Salesforce fields, such as "Lead Owner" and "Account Name," are actually "lookup" fields. This means that they're not unique to an individual record; they're actually looking up the information that they display from elsewhere in your Salesforce account. Lookup fields are not available for syncing in Emma for Salesforce, and in most cases that's for the best -- You wouldn't want a change in "Account Name" on a contact record in Emma to actually change the name of the Salesforce Account with which that Contact is associated.

Some accounts may also use "formula" fields in their Lead or Contact profiles. Formula fields are used to combine different pieces of Salesforce data using, well, formulas. They're handy for everything from revenue projection to lead distribution, but because the fields themselves are dependent on their independent components to derive the displayed value, a two-way sync with Emma is not possible and, again, probably not desirable -- we wouldn't want to muddy up your formulas.

Our first priority with the Emma for Salesforce integration is getting the Connected App version live. I'm going ahead and sharing this idea with our Product Team to somehow find a way to safely allow mapping from lookup/formula fields through the integration or offer a feature that automatically flows the data in a Salesforce lookup or formula field to a standard text field, which can be mapped. (So, it isn't a mapping issue that needs a fix, but rather a new feature to introduce at some point.) That second part is currently possible within Salesforce, through some custom development on your end. Rather than that being possible only through client-driven custom Salesforce development, I can understand why you'd like to have that available as a feature that comes as a part of our integration package.

I'm so glad you've shared this! I'll keep you posted with news from our Product Team.