Add Mapped Fields to the Data Mapping Grid

You can add additional fields that you want to map between Salesforce and Deltek. Use the Data Mapping grid to add mapped fields for Opportunities, Contacts, and Accounts.

To add mapped fields to the data mapping grid:

1. In the Deltek Browser, go to the Utilities section and select Integrations & Imports.
2. Select the Salesforce tab.
3. Select the Opportunity Mapping, Account Mapping, and Contact Mapping options to specify the data mapping for each area. The Salesforce fields and Deltek fields in the grid update to reflect each area.
4. The Salesforce Field column displays the standard Salesforce fields that are mapped to the standard Deltek fields as shown in the Deltek Field column.

   Click + Add Salesforce Field to add a Salesforce field that you want to map to a Deltek field.

5. Specify the Deltek field that you want the Salesforce field to map to.
6. Complete one of the following:
   • If you need to run the import process immediately, click Update Now. This will kick off the import process immediately but will then resume the import process based on the selected interval. For example, if it is 1pm and you choose Update Now with a 2 hour interval selected, the import process runs at 1pm and then again at 3pm and every two hours thereafter. Note that Update Now is only enabled when Enable Updates is set to Active.
   • Select Active to run the update at the next scheduled time, which is based on the interval that is specified in the Data Update Options fields. Selecting Active enables the Update Now button. Select this button to run the update immediately.
7. Select Save.