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Salesforce contact properties in Aloware

Overview of Salesforce contact fields in Aloware, including default properties, ownership fields, and communication tracking.

Written by Laarni D
Updated today

The Salesforce contact property mapping feature allows Aloware to connect specific contact fields with their corresponding fields in Salesforce. These fields define what contact information is shared between the two systems.

Default fields represent common customer details, ownership information, and communication activity records. When these fields are mapped, contact data can remain consistent between Aloware and Salesforce depending on the configured sync direction.

Understanding these fields helps admins maintain accurate contact records and ensure that important information such as contact details, ownership, and engagement history is available in both platforms.


Types of contact fields

Contact properties available for mapping are grouped into several categories based on how they behave in the integration.

Default locked fields are standard identifiers used by both systems. These fields cannot be removed or modified because they are required for identifying contacts like a phone number and an email.

These fields are synchronized bidirectionally (↔), meaning updates in either system can reflect in the other.

Default open fields store standard contact information. Unlike locked fields, these properties can be customized or removed depending on business needs.


Default fields on contacts

Default locked fields (Bidirectional )

Field Name (Aloware)

Field Name (Salesforce)

Field Label (Salesforce)

Field Type (Salesforce)

Phone Number

Phone

Phone

Phone

Email

Email

Email

Email

Special fields (Bidirectional / Configurable sync → / ←)

Field Name (Aloware)

Field Name (Salesforce)

Field Label (Salesforce)

Field Type (Salesforce)

Contact Owner

OwnerId

Contact Owner

Lookup(User)

Default open fields (Bidirectional / Configurable sync → / ←)

Field Name (Aloware)

Field Name (Salesforce)

Field Label (Salesforce)

Field Type (Salesforce)

First Name

FirstName

First Name

Text(40)

Last Name

LastName

Last Name

Text(80)

Lead Source

LeadSource

Lead Source

Picklist

City

MailingCity

Mailing City

Address

State

MailingState

Mailing State / Province

Address

Country

MailingCountry

Mailing Country

Address

Zipcode

MailingPostalCode

Mailing Zip / Postal Code

Address

Date of Birth

Birthdate

Birthdate

Date

Incoming Number

Custom in Salesforce

Incoming Number

Custom

Custom Field 1

Custom in Salesforce

Custom Field 1

Custom

Custom Field 2

Custom in Salesforce

Custom Field 2

Custom

TCPA Approved

Custom in Salesforce

TCPA Approved

Custom

Aloware Contact Link

Custom in Salesforce

Aloware Contact Link

URL(255)

Aloware Contact ID

Custom in Salesforce

Aloware Contact ID

Text(40)

Default open fields (Additional fields) (Bidirectional / Configurable sync → / ←)

Field Name (Aloware)

Field Name (Salesforce)

Field Label (Salesforce)

Field Type (Salesforce)

Home Phone

HomePhone

Home Phone

Phone

Mobile Phone

MobilePhone

Mobile

Phone

Fax

Fax

Fax

Fax

Other Phone

OtherPhone

Other Phone

Phone

Default open fields - Outbound tracking fields (Aloware → Salesforce only)

Field Name (Aloware)

Field Name (Salesforce)

Field Label (Salesforce)

Field Type (Salesforce)

DNC

Custom in Salesforce

DNC

Checkbox

Last inbound text message date

Custom in Salesforce

Last inbound text message date

Date

Last outbound text message date

Custom in Salesforce

Last outbound text message date

Date

Last inbound text message

Custom in Salesforce

Last inbound text message

Long Text Area

Last outbound text message

Custom in Salesforce

Last outbound text message

Long Text Area

Total inbound text messages

Custom in Salesforce

Total inbound text messages

Number

Total outbound text messages

Custom in Salesforce

Total outbound text messages

Number

Last inbound call date

Custom in Salesforce

Last inbound call date

Date

Last outbound call date

Custom in Salesforce

Last outbound call date

Date

Total inbound calls

Custom in Salesforce

Total inbound calls

Number

Total outbound calls

Custom in Salesforce

Total outbound calls

Number

Last call disposition

Custom in Salesforce

Last call disposition

Text(40)

Last inbound call disposition

Custom in Salesforce

Last inbound call disposition

Text(40)

Last outbound call disposition

Custom in Salesforce

Last outbound call disposition

Text(40)

Mapping time fields - Outbound tracking fields (Aloware → Salesforce only)

For time fields, always use Text(40) instead of Salesforce's native time field. Salesforce converts times to UTC automatically, which can make local times confusing. Using Text(40) keeps the time exactly as it happened, including the correct time zone.

Example:

  • Text(40): 08:33:16-07:00 - shows local time correctly

  • Time: (08:33:16 + 07:00 = 15:33:16.000Z) - converted to UTC, may not match your local time

This ensures agents see accurate times for calls, messages, and engagement history.

Field Name (Aloware)

Field Name (Salesforce)

Field Label (Salesforce)

Field Type (Salesforce)

Last inbound call time

Custom in Salesforce

Last inbound call time

Text(40) / Time

Last outbound call time

Custom in Salesforce

Last outbound call time

Text(40) / Time

Last inbound message time

Custom in Salesforce

Last inbound message time

Text(40) / Time

Last outbound message time

Custom in Salesforce

Last outbound message time

Text(40) / Time


Synchronization directions

Each field can be configured with a synchronization direction that determines how data moves between systems.

  • Aloware ↔ Salesforce - syncs both directions between Aloware and Salesforce

  • Aloware → Salesforce - can be configured to sync from Aloware to Salesforce.

  • Aloware ← Salesforce - can be configured to sync from Salesforce to Aloware.

Field legends

  • 🔒 Locked – indicates a default locked field that cannot be changed.

  • 🚫 Prohibited – indicates a field already mapped and unavailable for multiple mappings.

  • 🗑️ Delete – allows the removal of an existing mapping.


How agents benefit from contact mapping

With Aloware and Salesforce synced, agents always see the most up-to-date contact information. Ownership changes, phone numbers, emails, and other mapped fields are automatically updated across both platforms, eliminating manual work.

This ensures agents work with accurate, consistent contact records, letting them focus on customer interactions instead of correcting data errors. Updates in one system immediately reflect in the other, providing a clear view of ownership and engagement history at all times.


How this integration works with other tools

This integration works seamlessly with Aloware’s broader CRM ecosystem, including CRMs like HubSpot and Pipedrive. By keeping contact data synchronized across systems, agents can manage customer interactions more efficiently, without worrying about discrepancies or missing information.

For more guidance on tracking communications, agents can refer to our SMS/MMS logging and call logging guides, which complement this integration by ensuring engagement history is complete and accurate.


Key configurations

To make the integration work effectively, a few important settings should be confirmed:

  • Mapping fields - make sure the Aloware contact owner field is correctly mapped to Salesforce’s OwnerId (Contact Owner or Lead Owner).

  • Synchronization direction - decide whether updates should flow both ways or in a specific direction, based on your workflow.

  • Integration setup - verify API configuration and permissions in both Aloware and Salesforce to ensure smooth data flow.

These configurations help agents maintain accurate contact records and ensure engagement history is consistently tracked across platforms.

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