It is important to properly map Salesforce fields within the Ordway Salesforce Integration Mappings to ensure fields are accurately available in Salesforce when adding or editing Contact Records in Salesforce.
Notes:
- Province State Code must be added in Salesforce as it is not enabled by default.
- The State value in Salesforce must equal a two digit code and Country must follow ISO code.
Reference: Salesforce State and Country Picklist Implementation Guide
Complete the following steps in Ordway to ensure the mappings accurately carry over to Salesforce.
Steps:
- Navigate to Menu > Setup > Integrations > Salesforce > Settings.
- On the To Ordway tab, click Map Contacts for the Contacts Data Type.
- Scroll to the 2nd page where State and Country are displayed.
- Map the two entries by selecting the two digit State Code or ISO Country Code and click Save.
- Next, click the To Salesforce tab.
- Click Map Contacts for the Contacts Data Type.
- Scroll to the State listing and select the two digit code for the State to be mapped.
- Next scroll to the Country listing and select the ISO Country code for the mapping.
- Save when finished.
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