Salesforce Integration Data Mapping

You can import opportunity, contact, and account data from Salesforce into Vantagepoint.

Opportunities

The following table identifies the fields that are automatically mapped from Salesforce opportunities to Vantagepoint projects. You can view these field mappings on the Salesforce form in Vantagepoint (Utilities > Integrations > Salesforce).

All projects created from opportunities imported from Salesforce have their Status set to Active, with the exception of those created from opportunities with a probability of 0 percent (those are marked as Inactive).

Salesforce Field Source	Vantagepoint	Notes
Account Name	Firm	Auto-mapped and not editable so it does not display in the user interface.
Amount	Estimated Fee	How much the work is worth if you win.
Close Date	Won/Lost Date	The date when the opportunity was won or lost or when you decided not to pursue it further.
Description	Description	Additional details about the actual scope of the opportunity.
Lead Source	Source	Describes where you first learned of this opportunity. This might be a past colleague or a neighbor.
Name	Name	Name of the opportunity. Often includes the name of the client.
Owner ID	Business Development Lead	Business Development Lead is a Vantagepoint employee field. If an employee record is not found in Vantagepoint that matches the Salesforce owner, this information will not be imported and will result in a warning.
Probability (%)	Probability	How likely you are to win the work. In Vantagepoint, the probability and stage fields are not connected as they are in Salesforce. They must be set individually.
Stage	Stage	The opportunity's stage in the new business pipeline.
Opportunity Type	Project Type	A user-defined opportunity type that typically describes the type of engagement. For example, workshop, upgrade, new customer, etc.

Contacts

The following table identifies the fields that are automatically mapped from Salesforce to Vantagepoint contacts. You can view these field mappings on the Salesforce form in Vantagepoint (Utilities > Integrations > Salesforce).

All contacts imported from Salesforce to Vantagepoint have theirStatus set to Qualified.

Salesforce Field Source	Vantagepoint	Notes
Account Name	Firm	Auto-mapped and not editable so it does not display in the user interface.
Owner ID	Owner	If an employee record is not found in Vantagepoint that matches the Salesforce Owner, this information will not be imported and will result in a warning.
Description	Memo	Additional details about the contact
Email	Email	Contact's email
Fax	Fax	Contact's fax
First Name	First Name	Contact's first name
Last Name	Last Name	Contact's last name
Home Phone	Home	Contact's phone number. This will often be their office number
Lead Source	Source	Where did you first learn of this lead?
Mobile Phone	Mobile	Contact's mobile phone
Salutation	Salutation	Contact's salutation
Title	Title	Contact's title

Accounts

The following table identifies the fields that are automatically mapped from Salesforce accounts to Vantagepoint firms. You can view these field mappings on the Salesforce form in Vantagepoint (Utilities > Integrations > Salesforce). .

All firms imported from Salesforce to Vantagepoint should be marked as Clients (select the Client checkbox) . This is necessary because Vantagepoint combines clients and vendors into firms.

Salesforce Field Source	Vantagepoint	Notes
Account Name	Firm	Auto-mapped and not editable so it does not display in the user interface.
Annual Revenue	Annual Revenue	Firm's annual revenue
Account Description	Description	Additional details about the firm which may include historical information such as when they were founded, location, offices, or industry details.
Employees	Employee Count	Number of employees at the firm.
Industry	Market	The firm's market or industry. For example, Healthcare, Engineering or Technology
Parent Account ID	Parent	If this firm has a parent firm, this allows you to keep track of that data.
Website	Web Site	Firm's website.