Contact Field Mapping

Last Updated: Thu Sep 24 2020

By default Contact Names, Titles, Types and Addresses will sync from Salesforce to LogiSense Billing. All other fields require mapping to be configured within Salesforce.

IMPORTANT! All contact points for each contact type must be configured with Salesforce/LogiSense mapping prior to syncing any accounts.

To configure mapping of additional contact data:

  1. Navigate to the LogiSense Integration tab

  2. Click on the Contact Point Mapping button

  3. Select the LogiSense Contact Type from the drop down

  4. Select the Salesforce Field for each contact point

  5. Click Save

  6. Repeat steps 3-5 above for each contact type

  7. Once all fields across all types have been configured, click Close