The Salesforce lead property mapping feature in Aloware allows users to synchronize critical lead information effectively between these platforms. This functionality ensures that details such as phone numbers, email addresses, lead sources, and ownership fields are consistently updated, providing accurate and consistent records.
Step 1: Set up integration
Refer to this guide to learn how to integrate Salesforce with Aloware.
Select Leads as the object module for synchronization. Ensure that email addresses match between both platforms for successful updates.
Note - synchronization is limited to one object module at a time (either leads or contacts). Read this guide to sync contact properties.
Step 2: Configure field mapping
Identify required fields for lead synchronization, such as phone number and email.
Customize default open fields as per organizational needs.
Step 3: Synchronize leads
Click the sync leads button to initiate synchronization.
Step 4: Verify data
Review synchronization logs and validate updates.
Check that fields like lead owner and lead source are correctly mapped.
Field configuration
Attribute types
Default locked fields - core fields, such as phone numbers, and email, that are fixed and cannot be modified.
Default open fields - flexible fields, including lead source and zipcode, which can be customized, added, or removed according to business needs.
Field Name (Aloware) | Field Name (Salesforce) | Attribute Type (Aloware) |
Phone Number (required) | Phone | Default Locked Field |
Email (required) | Default Locked Field | |
Lead Owner | Lead Owner | Default Open Fields |
First Name | First Name | Default Open Fields |
Last Name | Last Name | Default Open Fields |
Lead Source | Lead Source | Default Open Fields |
Mobile Phone | Other Phone Number | Default Open Fields |
Fax | Fax | Default Open Fields |
Address | Address | Default Open Fields |
City | City | Default Open Fields |
State | State | Default Open Fields |
Country | Country | Default Open Fields |
Zipcode | Postal Code | Default Open Fields |
Contact Status disposition | Lead Status | Default Open Fields |
Website | Website | Default Open Fields |
Company Name | Company | Default Open Fields |
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. |
Synchronization directions
Admins can configure synchronization settings to control the flow of data between Aloware and Salesforce. Admins can manage the direction of synchronization for ownership fields:
Aloware |  | Salesforce |
Aloware |  | Salesforce |
Aloware |  | Salesforce |