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Salesforce Integration - Data Mapping

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

User Object Linking

User

  • OCC Field: salesforce_id | SF Field: User.Id
  • OCC Field: email | SF Field: User.Email

Job Object

Job

  • OCC Field: customer_name | SF Field: Contact.Name
  • OCC Field: name | SF Field: Contact.Name: Opportunity.Name
  • OCC Field: email | SF Field: Contact.Email
  • OCC Field: lead_source | SF Field: Opportunity.LeadSource
  • OCC Field: metadata.salesforce_opportunity_id | SF Field: Opportunity.Id
  • OCC Field: metadata.salesforce_contact_id | SF Field: Contact.Id
  • OCC Field: metadata.salesforce_user_id | SF Field: Opportunity.OwnerId

Job Address

  • OCC Field: line_1 | SF Field: Contact.MailingStreet
  • OCC Field: line_2 | SF Field: NOT USED
  • OCC Field: city | SF Field: Contact.MailingCity
  • OCC Field: state | SF Field: Contact.MailingState
  • OCC Field: postal_code | SF Field: Contact.MailingPostalCode

Job Phone (Multiple records are created and mapped with the name below)

Job Phone

  • OCC Field: name = Main | SF Field: Contact.Phone
  • OCC Field: name = Home | SF Field: Contact.HomePhone
  • OCC Field: name = Mobile | SF Field: Contact.MobilePhone

Job Appointments (Can be Multiple)

Appointment

  • OCC Field: events_result_id | SF Field: First Opportunity.StateName
  • OCC Field: summary | SF Field: Event.Subject
  • OCC Field: notes | SF Field: Event.Description
  • OCC Field: start_time | SF Field: Event.StartDateTime
  • OCC Field: end_time | SF Field: Event.EndDateTime