Field Mapping

After defining rules, the next step is mapping fields between Data Cloud and your CRM. Here's what the tab entails:

Configured Objects

This section displays the list of objects that you configured in the Define Rules tab. These are the objects where your data is either updated or new records are created.

Salesforce Fields

In this column, you see fields from your CRM for the selected object in the Configured Objects list. Select the appropriate CRM field you want to map, such as the Lead ID for the Lead Object. If you're updating an existing record in the CRM Lead Object, it’s mandatory to map the ID field corresponding to the object—like the Lead ID. This unique field identifies the correct record in the CRM for updates.

Entity

This column displays the objects you chose in the Select Events dropdown on the Define Rules tab. From here, select any ADP object and map it to the corresponding ADP fields. You can map multiple ADP fields to a single CRM field if needed. An optional Separator text field is available if you wish to include any special character as a separator between fields when you map multiple Data Cloud fields to the same CRM field.

Note:

A Static object option is available by default in the entity list, allowing you to set a constant value for a CRM field.

For example, if you select the Call type field in Salesforce and want to set the value 'Outbound call' in the Call field of a new Task, choose Static and enter 'Outbound call' in the Static Value field. Selected Attributes:

The selected ADP fields appear in the Selected Attributes text box.

After you make your selections, click Map.

Important:

To update an existing record, make sure to map the Profile field you used in Source mapping against the respective ID fields for each object, as these fields serve as unique identifiers for Profiles. You can map additional profile fields along with the ID fields. Conversely, to create a new record, do not map the ID field, as this would overwrite an existing record.

Mapped Fields

This section within the Map Fields tab displays the mapping details and allows you to select the date format for date fields. Data Cloud then converts the date to the selected format before sending it to the Destination.

Apply Filters

Now that you defined rules and mapped the required fields for your objects, you can also apply filters. This optional step allows you to apply filters to the profiles matching the configurations selected in the Define Rules tab. For more information on applying Conditional Operators to filter, refer to the Conditional Operators topic.