You can add additional fields that you want to map between Salesforce and
Vantagepoint. Use the Data Mapping grid to add mapped fields for Opportunities, Contacts, and Accounts.
To add mapped fields to the data mapping grid:
-
In the
Vantagepoint Navigation pane, select
.
-
Select the
Opportunity Mapping,
Account Mapping, and
Contact Mapping options to specify the data mapping for each area.
The Salesforce fields and
Vantagepoint fields in the grid update to reflect each area.
-
The
Salesforce Field column displays the standard Salesforce fields that are mapped to the standard
Vantagepoint fields as shown in the
Deltek Field column.
Click
+ Add Salesforce Field to add a Salesforce field that you want to map to a
Vantagepoint field.
-
Specify the
Vantagepoint field that you want the Salesforce field to map to.
-
Complete one of the following actions:
- To run the update 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 1:00 p.m. and you choose
Update Now with a 2 hour interval selected, the import process runs at 1:00 p.m., again at 3:00 p.m., and then every two hours thereafter.
Update Now is only enabled when
Enable Updates is set to
Active.
- To run the update at the next scheduled time, select
Active. The scheduled time is based on the interval that is specified in the Data Update Options fields.
-
Select
Save.