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Salesforce objecten

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In this section of the Salesforce settings you have the option to link the fields of Salesforce objects to fields in your Gravity Forms form. In this way CampaignSuite knows exactly which information should be stored in which field of which object.

Currently 4 objects are supported to link here:

1. Contact

All fields of the Contact object from Salesforce are shown here and can be linked to a Gravity Forms field.

2. Account

All fields of the Account object from Salesforce are shown here and can be linked to a Gravity Forms field.

3. Non-debit fields

The object that can be linked here depends on the Salesforce configuration of the Payment Connector (Converse, Findock, NPSP, etc). As a rule, you should think of the Installment object such as cpm__Installment__c or soco__Installments__c . All fields of this will then be shown here so that you can fill them with a value from the form.

4. Authorization

This object also depends (just like the non-debit field) on the Payment Connector. Objects you can think about include soco__Payment__c, soco__Agreement__c or cpm__Recurring_Payment__c .

Did you know?

By means of the key combination ctrl+shift+s it is possible to filter these long lists of fields on only the linked fields. This way, you will be able to see at a glance which fields you have linked.