Overview of data field mapping between Salesforce and One Click Contractor
The following is a detailed listing of the data fields and how they map between Salesforce and One Click.
First off, we pull users from the Users object in Salesforce. We use the Id, Email
OCC Object | OCC Field | SF Field |
User Object Linking | ||
User | salesforce_id | User.Id |
User | User.Email | |
Job Object | ||
Job | customer_name | Contact.Name |
Job | name | Contact.Name: Opportunity.Name |
Job | Contact.Email | |
Job | lead_source | Opportunity.LeadSource |
Job | metadata.salesforce_opportunity_id | Opportunity.Id |
Job | metadata.salesforce_contact_id | Contact.Id |
Job | metadata.salesforce_user_id | Opportunity.OwnerId |
Job Address | ||
Job Address | line_1 | Contact.MailingStreet |
Job Address | line_2 | NOT USED |
Job Address | city | Contact.MailingCity |
Job Address | state | Contact.MailingState |
Job Address | postal_code | Contact.MailingPostalCode |
Job Phone (Multiple records are created and mapped with the name below) | ||
Job Phone | name = Main | Contact.Phone |
Job Phone | name = Home | Contact.HomePhone |
Job Phone | name = Mobile | Contact.MobilePhone |
Job Appointments (Can be Multiple) | ||
Appointment | events_result_id | First Opportunity.StateName |
Appointment | summary | Event.Subject |
Appointment | notes | Event.Description |
Appointment | start_time | Event.StartDateTime |
Appointment | end_time | Event.EndDateTime |