Required Salesforce Fields
The following fields are required to be API enabled in Salesforce. These are the default fields FrontSpin will sync to.
Default Synced Fields
| Contact | FIELD NAMES: Account Name, Contact Owner, Email, Lead Source, Mailing Address, Mobile, Name, Other Phone, Phone, Title API NAMES: Id, AccountId, Phone, MobilePhone, OtherPhone, LastName, FirstName, Title, Email, LeadSource, MailingCity, MailingState, MailingCountry, IsDeleted, OwnerId, LastModifiedDate, LastModifiedById, CreatedById, CreatedDate. |
| Account | FIELD NAMES: Account Name, Account Owner, Billing Address, Shipping Address, Website API NAMES: Id, Name, Website, MailingStreet, MailingCity, MailingState, MailingPostalCode, MailingCountry, IsDeleted, OwnerId, LastModifiedDate, LastModifiedById, CreatedById, CreatedDate. |
| Opportunity | FIELD NAMES: Account Name, Close Date, Opportunity Name, Opportunity Owner, Stage API NAMES: Id, IsClosed, CloseDate, AccountId, IsWon, StageName, Name, IsDeleted, OwnerId, LastModifiedDate, LastModifiedById, CreatedById, CreatedDate. |
| Lead | FIELD NAMES: Address, Company, Email, Lead Source, Lead Status, Mobile, Name, Phone, Title, Website API NAMES: Id, Company, LastName, FirstName, Email, LeadSource, MobilePhone, Phone, MailingCity, MailingState, MailingCountry, Title, Website, Status, IsDeleted, OwnerId, LastModifiedDate, LastModifiedById, CreatedById, CreatedDate. |
| Task | FIELD NAMES: Assigned To, Due Date, Call Result, Call Duration, Call Type, Status, Subject API NAMES: Id, AccountId, ActivityDate, CallDisposition, CallDurationInSeconds, CallType, Description, IsClosed, IsRecurrence, ReminderDateTime, Status, Subject, WhatId, WhoId, IsDeleted, OwnerId, LastModifiedDate, LastModifiedById, CreatedById, CreatedDate. |
| User | API NAMES: Id, Email, IsActive, FirstName, LastName, IsDeleted, OwnerId, LastModifiedDate, LastModifiedById, CreatedById, CreatedDate. |
NOTE: In Salesforce Enterprise edition, there are two fields (Other Phone and Lead) on the CONTACT object that are commonly API disabled by default. You will need to make sure those two fields are API enabled before syncing to FrontSpin.
How To Make Fields API Enabled
Per the NOTE above, let's follow this step-by-step tutorial for enabling the Other Phone field in Salesforce (and then do the same for the Lead Source field).
Step 1. Go to Setup => Security Controls => Field Accessibility => Contact
Step 2. Choose “View By Profile” and select “System Administrator” to see a list of Fields and Field Access settings based on this role.
In this case, as the System Administrator we see that the Other Phone field is hidden. We need to change it to Visible.
Step 3. Click on Hidden next to the Other Phone field. You will be taken to a new screen where you will have the option to change field visibility. Tick the Visible checkbox under Field-Level Security.
Step 4. Save the changes. Salesforce will take you back to the previous screen where you will see that Other Phone is now Visible. You will also see that Field Access has been changed to Editable.
Repeat the above steps for any required fields that are not currently API enabled.