Contact field page offers you a detailed view of all the contacts and their respective fields in Inflection.io. Additionally, you will also have the options to define Salesforce sync preference on a field by field level, re-map existing mapping of fields between Salesforce & Inflection, create new Inflection fields and add mapping between custom fields.

• Add New Filed - Click this option to create a new filed in Inflection.
• Automap Fields - At any point if you wish to revert to the default schema of mapping, click this button. Once the Automap fields is clicked, Inflection will revert to the default mapping settings - listed here
• Edit and Save - Click edit to start making changes to the unified mapping and click save to save the changes
• Salesforce Lead and Contact fields - Depending on if you are syncing only leads or contacts or both, you will see a drop down list of fields that you will be able to choose for both leads and contacts to sync with the corresponding Inflection field.

<aside> 📝 Note: If you have selected only one of the objects to sync (example = leads), then you will be shown only 1 column for leads. You will not be shown the mapping column for contacts if you have not enabled contact sync.

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• Sync Preference - Inflection gives you the flexibility to define sync preference for every standard and custom field that you wish to map. Below are the options that you see in the Sync preference dropdown.
  • Two Way - Both Salesforce and Inflection will always use the most recent value available. (Default)
  • Always Use Salesforce - Inflection will always be updated with the most recent value from Salesforce
  • Prefer Salesforce Unless blank - Inflection will be updated with the most recent value from Salesforce, unless the Salesforce field is empty. In which case, Inflection will update Salesforce

<aside> 📝 Note: The default sync preference for person object is “Bi-Directional” for all fields.

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• Adding a new custom field - In order to add and map a new custom Salesforce field in Inflection follow the below steps:

  • Create the custom field in Inflection by clicking on “Edit” & “Add New Field”. Make sure that the field is of the same type as that of the Salesforce custom field. Mapping different field types could lead to sync errors.

  <aside> 💡

  Example: In Salesforce you have created a custom field Attended Event with the type Boolean. When creating a new field in Inflection, ensure that the Attended Event field you are creating in Inflection is also of the type Boolean.

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  • Next, look up & map the corresponding Salesforce fields on the lead and contact that you want to map to your Inflection custom field.
  • Click “Save” to save the mapping. Once save is clicked, the exchange of data will begin between Inflection and Salesforce.