Enriching your Salesforce with RevOps data allows you to run reports from Salesforce, simplify your process of creating renewal or expansion opportunities, and centralize key information about deals on their connected Opportunities.
In this guide, we’ll walk through how to set up data mappings, so you can automate the process of publishing RevOps data to Salesforce.
Every business is unique and you may want to capture information that’s not covered by Salesforce’s standard fields, you may need to create Custom Fields in Salesforce to store any non-standard data from RevOps.
Before setting up your mappings, you’ll want to determine the information you want to sync to Salesforce and create these fields.
Once the fields have been created, we’re ready to set up our mappings. Each time the Deal is saved, in addition to inserting Opportunity Line Items, RevOps will enrich these fields.
The value of any property on the Deal, its SKUs, and its Terms can be used to enrich a Salesforce object. You can search for these properties in the mapping dropdown or directly enter them through their addressable name.
Here are links to full lists of these properties and how they are addressable:
On the Salesforce side, the Salesforce Objects available for enrichment include the Opportunity, Account, and Contract as well as any object one association away from each of these objects when accessed via a Lookup field.
While the lookup field cannot be written directly, the final destination field on the object can be written to instead.
For example, if you are trying to enrich a custom field on an object associated with the Opportunity, search for:
The following field types are supported for data enrichment by RevOps:
In the table below, you will find a list of the most common mappings configured to track the progress of your RevOps Deals in Salesforce: