Step 2: Field mappings

In Step 2: Field mappings, you assign existing default and/or user-defined fields from Salesforce to existing columns in Inxmail Professional. To do so, it is first necessary to create the columns in Inxmail Professional.

Step by step

Proceed as follows to create field linking in Salesforce:

1. In Step 1: Client settings click the To Step 2 button or Step 2: Field mappings in the overview.

   You will be directed to the configuration view for Step 2: Field mappings.

   The assignment of existing columns from Salesforce to columns from Inxmail Professional is divided according to leads/contacts.

   

2. Click New field mapping under Lead or Contact to add a column assignment.

   A new row is inserted.

   Note: You can create up to 50 field mappings.

3. Select a data type from the drop-down list under Salesforce.

   

   Depending on the data type selected, an additional column must be selected under Salesforce.

   The drop-down list under Inxmail Professional will become active as soon as all of the columns from Salesforce have been determined.

4. Select a column under Inxmail Professional that corresponds to one or several columns from Salesforce.

5. Confirm the assignment with Confirm field link.

   You can cancel the assignment with Discard field link.

   Edit field link

   Special columns: You cannot edit or delete the field mappings for the Inxmail Professional columns "SFDCID" and "email". You need them for the Salesforce integration to work.

   Function	Description
   Edit field link	Allows you to edit an existing field link. Click Edit field link on the right-hand side of column assignment. The drop-down lists under Salesforce and Inxmail Professional are active. Change one or multiple data fields, if necessary, and confirm your entries with Confirm field link.
   Delete field link	Deletes an existing field link. Click Delete field link on the left-hand side of column assignment. The field link is deleted after you confirm the security question.

 

• Entries are saved. You have created a new field link.

Additional information

In addition, the following system fields are used for the transfer of data between Salesforce and Inxmail Professional:

Field name (Salesforce)	Object	Intended use
Id	Contact, lead	ID of the Salesforce object. Stored in the ‘SFDCID’ column in Inxmail Professional.
inx__recipient_id	Contact, lead, campaign member	Recipient ID from Inxmail Professional.
inx__list_id	Campaign	List ID from Inxmail Professional
inx__email_is_invalid	Contact, lead	Hard bounce information from Inxmail Professional