If you've taken a look at the Field Configuration tab on a Person or Accounts Details page, you know there are a lot of fields available to you.
Things to Note: If you are new to Salesloft and haven't mapped any fields yet, start with our Auto-Map Standard Dynamics Fields guide. This will map the recommended Dynamics fields for you!You may be wondering what do some of these fields mean and, more importantly, which ones do you need to map?
The rule of thumb is to complete your field configuration based on the information and data your team values the most.
However, for those of you who have started mapping fields and would like to know which fields you can gain the most value from, here are the lists of fields that you will want to consider mapping per Microsoft Dynamics object:
Here are the Salesloft Person fields we recommend you map to the appropriate Dynamics Lead field:
Here are the Salesloft Person fields we recommend you map to the appropriate Dynamics Contact field:
| Salesloft Field Name | Dynamics Field Label | Dynamics Field Name (API Name) |
| City | City | address1_city |
| Account Crm Id (Contact) | Company Name | _parentcustomerid_value |
| Country | Industry | industrycode |
| Email Address | Email | mapped by default to emailaddress1 |
| First Name | First Name | firstname |
| Home Phone | Home Phone | telephone2 |
| Last Name | LastName | lastname |
| Mobile Phone | MobilePhone | mobilephone |
| Phone | Business Phone | address1_telephone1 |
| State | State/Province | address1_stateorprovince |
| Title | Job Title | jobtitle |
| Owner Crm Id | Owner | _ownerid_value |
| Website | Website | website |
The Account fields contain a couple of required fields that need to be mapped.
Company Name is a required field in Salesloft. You must map these fields to import Accounts from Dynamics.
Outside of the Company Name, your account field mapping boils down to team preference. Which fields and details matter the most to your team?
To start your Account field mapping, here are the fields we recommend for the most basic level of Account field mapping:
| Salesloft Field Name | Dynamics Field Label | Dynamics Field Name (API Name) |
| City | Address 1: City | address1_city |
| Country | Address 1: Country/Region | address1_country |
| Description | Description | description |
| Name (Required) | Account Name | name |
| Industry | Industry | industrycode |
| Phone | Main Phone | telephone1 |
| Postal Code | Address 1: ZIP/Postal Code | address1_postalcode |
| State | Address 1: State/Province | address1_stateorprovince |
| Street | Address 1: Street | address1_line1 |
| Domain | Website | websiteurl |
| Owner Crm ID | Owner | _ownerid_value |
If you have email and call activity logging enabled in the CRM Sync tab of your Personal Settings, below are the recommended field mappings.
We would recommend that you also download the
Managed Solution Download for Dynamics so that you are able to capture Cadence information (Cadence name, most recent Cadences - name/last completed step/next due date), engagement statistics (clicked count, replies count, viewed count), and call and email specifics (ex. call sentiment & disposition, email template title, actual end/start, etc.).
If you do not download the Managed Solution, the field mappings below will recommend custom field type options that you will need to create to map these fields appropriately.
*Managed Solution Field
Call Activity Tasks
| Salesloft Field Name | Dynamics Field Label | Dynamics Field Name |
|---|
| Cadence Name* | Custom DynamicsText Field Needed | Custom DynamicsText Field Needed |
| Call Disposition* | Custom DynamicsMultioption Field Needed | Custom DynamicsMultioption Field Needed |
| Call Duration* | Duration | actualdurationminutes |
| Call Sentiment* | Custom DynamicsText Field Needed | Custom DynamicsText Field Needed |
| Step Day* | Custom Dynamics Number Field Needed | Custom Dynamics Number Field Needed |
| Bounced | Custom Dynamics Checkbox Field Needed | Custom Dynamics Checkbox Field Needed |
| Cadence External Identifier | Custom DynamicsText Field Needed | Custom DynamicsText Field Needed |
| Cadence Id | Custom DynamicsText Field Needed | Custom DynamicsText Field Needed |
| Call End Time* | Actual End | Actual End |
| Call Start Time* | Actual Start | Actual Start |
| Call To | does not need to be mapped | does not need to be mapped |
| Step ID | Custom Dynamics Text Field Needed | Custom Dynamics Text Field Needed |
Email Activity Tasks
| Salesloft Field Name | Dynamics Field Label | Dynamics Field Name |
|---|
| Cadence Name* | Custom DynamicsText Field Needed | Custom DynamicsText Field Needed |
| Clicked Count* | Custom Dynamics Number Field Needed | Custom Dynamics Number Field Needed |
| Email Template Title* | Custom DynamicsText Field Needed | Custom DynamicsText Field Needed |
| Replies Count* | Custom Dynamics Number Field Needed | Custom Dynamics Number Field Needed |
| Viewed Count* | Custom Dynamics Number Field Needed | Custom Dynamics Number Field Needed |
| Step Day* | Custom Dynamics Number Field Needed | Custom Dynamics Number Field Needed |
| Bounced | Custom Dynamics Checkbox Field Needed | Custom Dynamics Checkbox Field Needed |
| Cadence External Identifier | Custom DynamicsText Field Needed | Custom DynamicsText Field Needed |
| Cadence Id | Custom DynamicsText Field Needed | Custom DynamicsText Field Needed |
| Email Message Id | Custom Dynamics Text Field Needed | Custom Dynamics Text Field Needed |
| Email Template Id | Custom Dynamics Text Field Needed | Custom Dynamics Text Field Needed |
| Step ID | Custom Dynamics Text Field Needed | Custom Dynamics Text Field Needed |
