Salesforce - Data mapping Salesforce objects to Pronto objects

This article outlines a series of steps to do the following: 

Data mapping Salesforce objects to Pronto objects 

1. Products
2. Accounts
3. Campaigns
4. Opportunities
5. Contacts
6. Leads

Pre-requisite:

Configure Salesforce integration with Pronto

Mapping Salesforce Objects to Pronto 

NOTE: System fields represent Pronto’s fields. 

1. Login into Pronto and navigate to Settings -> Integrations. Click on View details on the Salesforce integration card.
   
   
   
   
2. Retrieve your organization’s Product information from your Salesforce. Click on Save & fetch. This will fetch all the values that match the salesforce field “Product Name” into Pronto.
   
   
   1. Select Salesforce Object* - Select Product from the drop down
   2. Select Salesforce field* - Select Product name from the drop down
      
      
      
      
3. Map your customer Account objects from Salesforce to Pronto’s objects.
   
   
   
   
4. Map your marketing Campaign objects from Salesforce to Pronto’s objects. In addition, you can map Campaign Status and Campaign Type. 
   
   

   Map Campaign values
   
   
   
   Map Campaign stages

   NOTE: Campaign Status and Campaign Type system fields are defined in this “Configure values for default Pronto objects” article.
   
   Map Campaign types
   

   
   
   
5. Map your sales Opportunity objects from Salesforce to Pronto’s objects.

   
   Map opportunity Values
   
   
   
   Map opportunity stages

   NOTE: Opportunity Stage and Opportunity Type system fields are defined in the “Configure values for default Pronto objects” article. 

   
   
   

   Map Opportunity types

   
   
   
6. Map your Contacts objects from Salesforce to Pronto’s objects.
   
   

   Map Contact values
   
   
   
   Map Contact source

   NOTE: Contact source and Ratings system fields are defined in the “Configure values for default Pronto objects” article. 

   
   

   
   Map Contact rating

   
   
   
7. Map your Leads objects from Salesforce to Pronto’s objects.
   
   

   Map Lead values
   
   
   
   Map Lead status
   

   NOTE: Lead status, Lead source and Lead ratings system fields are defined in the “Configure values for default Pronto objects” article. 

   
   
   Map Lead source
   
   
   
   Map Lead rating