Questions tagged [field-mapping]
The field-mapping tag has no usage guidance.
69
questions
0
votes
1
answer
516
views
Is there any limitation when using summary report as a source report in reporting snapshot?
Is there any limitation when using summary report as a source report in reporting snapshot?
In reporting snapshot, while field mapping we are able see only group by fields and formula fields from the ...
- 125
0
votes
3
answers
3k
views
Copying custom fields from Contact to Opportunity
Is it possible to map any custom fields at the Contact level to an Opportunity via Process Builder or WFR? Or can this only be done via a Trigger?
- 997
2
votes
1
answer
2k
views
Apex error: Unexpected token: Map
I am trying to get recordType Id's without using a SOQL query (source codespokes.com: how-to-get-record-type-id-without-soql):
// User need to pass two parameters SObject Type &
// RecordType ...
2
votes
2
answers
3k
views
How does Pardot Prospect Sync work?
I read that Pardot syncs Prospects with Salesforce in this way:
if it finds a Lead with the Prospect email address in SF, it will sync with that lead.
If it cannot find a lead, but it can find a ...
- 3,401
1
vote
0
answers
55
views
Map Url field via Object Converter
Could you please advise how to make a map between two fields by using the Object Converter.
Here is what I need to achieve
http://postimg.org/image/kzhf2h28p/
Unfortunately the Applicants Website(s) ...
- 568
1
vote
1
answer
1k
views
Date format while import
I've object with date field, and excel file with data to import. one of the fields found on excel is delivery date 1/10/2015 17:28 (day/month/year time). Now when I import to target object it's ...
- 657
0
votes
2
answers
176
views
mapping picklist field with numbers on import
I would like to know if there a way to mapping Picklist field values to display as string when Import Excel sheet with number value for that field ?
Example
I've a lead with Picklist field "Are you ...
- 657
0
votes
1
answer
27
views
Best way to compare fields in RemdeyForce and Salesforce?
We are migrating from RemdyForce to salesforce, and we are trying to compare and map all the fields. Is there any best way to do that? Thanks
- 338
0
votes
1
answer
473
views
Web form to Salesforce
So I have a Web Form, where the user Enters a Unique number which is already exists in a Custom Object along with few other fields in the form.
On hitting submit this creates a new Lead in Salesforce ...
- 397
1
vote
1
answer
213
views
Command-Line Upsert: "Internal Comments" mapping
I'm upserting Cases by Command-Line. I need to insert the content of the field "Internal Comments" that actually is not exactly a field of Case (but instead of the object CaseComments). When I create ...
0
votes
1
answer
46
views
Migrate Datas to Salesforce Org without same namespace
I am using Jitterbit Harmony to migrate datas from one salesforce org to another org. Source org has no namespace but second one has namespaces(as xyz_customobject__c). In that situation, I must ...
- 31
3
votes
2
answers
217
views
How can I filter through object using 2 separate fields as unique identifiers?
I have a custom object (we'll call it RS__c), and it theoretically has a 1 to 1 relationship to OpportunityLineItems (it is not possible to create a reference field directly to create this ...
- 4,460
2
votes
2
answers
112
views
Field Mapping issue
I am facing a problem with field mapping. The problem is that The Close Date field from the Reg form is not mapping properly to the Close Date in the converted Opportunity field.
Seems that upon ...
- 21
1
vote
1
answer
413
views
Map Lead Source to the Account Source when converting the lead to an Account/Contact
We're running into some issues where we want to have the lead source come across as the account source when the lead is converted to an account. I figured this would be an easy thing to do, well, ...
- 233
2
votes
1
answer
900
views
Lead conversion mapping - changing field reference
Our previous admin incorrectly set up our Accounts and Contacts to use a custom "lead_source" rather than the standard "leadsource" used in Leads. This make it impossible (for me) to map lead source ...
- 23
0
votes
1
answer
617
views
JavaScript Button to create a User from the Case object
I am creating a JavaScript button on the 'Case' object and if the user selects the button it will create a New User. I'm able to map most of the fields from the Case to the User page just fine but for ...
- 365
0
votes
1
answer
1k
views
Update Parent Object with Child Objects
I have 4 record types, 3 (Service, Access and Equipment orders) are child, and the parent is (customer Orders)
When a date is updated in one of the child obejcts, I would like that date to be ...
- 1
1
vote
1
answer
1k
views
Is it possible to map custom contact fields to opportunity fields?
Is it possible to map custom fields at the contact object to the opportunity object if the opportunity is created after conversion?
For example: if I have a custom lead field called "Favorite Fruit" ...
- 997
0
votes
0
answers
187
views
Data Load into Accounts (Std Obj) with a Lookup to Custom Object
The issue is that I am not able to map the LookUp Field with a value from the CSV as the Lookup Field is not displayed for Mapping. Tried Import Wizard, Data Loader, Workbench, Jitterbit ... None of ...
- 1,489