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Field Mapping & Sync Rules for Salesforce Connection

Field Mapping

Once connected for Reading (and potentially Writing), your Salesforce fields will need to be mapped. In order to pull in People-level data (Contacts or Leads), there are four required fields that need to be mapped within Primer:
  • First Name
  • Last Name
  • Work Email
  • Company Domain
To build high-performing ad audiences from your CRM, we highly recommend you map additional fields like work email, LinkedIn profile URL, and individual location.
In order to pull in Company-level data (Accounts within SFDC), there is only one required field that needs to be mapped within Primer:
  • Company Domain
Once the fields have been mapped within Primer, schedule a time with a Technical Solutions Architect for a CRM Sync Review. This call is best done by your internal CRM administrator or other technical stakeholders.
Prior to the call, we will request your CRM administrator to fill out a CRM Sync Survey so that we can fully understand how you want the data to flow into your CRM.