Enriching Additional Data from RevOps to Salesforce

By enriching your Salesforce data fields with RevOps properties you can run reports from Salesforce, simplify your process of creating renewal opportunities, and centralize key information about the Deal on the Opportunity. In this guide, we’ll walk through how to set up mappings between RevOps and Salesforce so that you can automate the process of publishing RevOps data to Salesforce. 

Since every business is unique and you may want to capture important info that’s not covered by Salesforce’s standard fields you’ll need to create Custom Fields in Salesforce to store any additional data from RevOps.

Before setting up your mappings, first, you’ll want to determine the information you want to store and see in Salesforce and create these fields.

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.

Set up Mappings

The value of any property on the Deal as well as the SKUs and Terms on the Deal can be used to enrich Salesforce. You can search for these properties in the mapping dropdown or directly enter them through their addressable name. 

Reference links to see a full list 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.

For example:

Opportunity.<LookupFieldName>.CustomDestinationField 

When you are trying to enrich a custom field on an object associated with the Opportunity.

Supported Salesforce field types

The following field types are supported for data enrichment by RevOps:

  • int
  • boolean
  • string
  • picklist
  • float
  • date
  • currency
  • double
  • url