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Salesforce Sync Preparation and Standard Fields Synced

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To successfully sync Salesforce with FrontSpin, the Salesforce admin will have to make all the fields used by FrontSpin visible for the BULK API sync. Depending on the existing settings, the admin might also have to make some hidden fields visible for the sync to work.

Please follow the example below to learn how to do this in Salesforce. For a complete list of all the fields that need to be API visible, please see Table 1.1 (down at the bottom of this page).

Example: Follow the steps below to make the Annual Revenue field visible for syncing with FrontSpin.

Step 1. Go to Setup => Security Controls => Field Accessibility => Account

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Step 2. Choose “View By Profile” and select “System Administrator” to see a list of Fields and Field Access settings based on this role.

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In this case, as the “System Administrator” we see that the Annual Revenue field is hidden. We need to change it to Visible.

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Step 3. Click on Hidden next to the Annual Revenue 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.

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Step 4. Save the changes. Salesforce will take you back to the previous screen where you will see that Annual Revenue is now Visible. You will also see that Field Access has been changed to Editable.

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Repeat the above steps for all of the fields listed in Table 1.1 (below) to prepare your Salesforce account for syncing with FrontSpin.

Table 1.1 – 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.

All the fields listed above must be visible for the sync to work.

Updated on May 3, 2017

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