Sendoso enables you to map additional fields back to Salesforce beyond the campaign member status. This will help the team pull additional data points into Salesforce for reporting on Sendoso!
NEW - you can now configure which statuses write back to Salesforce with the Task Activity tab!
It's important to note that you may not have access to this feature. If you don't have access to this feature but would like to migrate to a Salesforce Global Account, please let our support team know.
Writeback Mapping
- To start, head to the Salesforce integration from the integrations tab (or click here)
- Then click the 'Writeback Mapping' tab
- Upon clicking this section, you will be presented with several additional fields Sendoso can push back to Salesforce.
- Find the field you want to send to Salesforce, choose the object (Contact, Lead, Campaign, etc.) you want to push the information to, and then what field on that object.
- Keep in mind you'll likely need your Salesforce admin/team to create fields for these options
Once you've configured the fields you want to track, press the orange 'Save settings' button at the bottom of the page.
Sendoso strongly recommends always mapping the "Total $ Spent on Campaign" option so you can report on the campaigns within Salesforce.
Here's some helpful information about the above fields:
| Field Name in Sendoso | Recommended Object | Data Type | Recommended Length |
| Total $ Spent on Recipient | Campaign Member | Currency/Number | 18 |
| Total $ Spent on Contact | Contact | Currency/Number | 18 |
| Total $ Spent on Lead | Lead | Currency/Number | 18 |
| Total $ Spent On Campaign | Campaign | Actual Cost in Campaign* | N/A |
| Tracking Number | Campaign Member | Text | 100 |
| Tracking URL | Campaign Member | URL | N/A |
| Sender Full Name | Campaign Member | Text | 60 |
| Sender Email Address | Campaign Member | N/A | |
| Send Date | Campaign Member | Date | N/A |
| Custom Message | Campaign Member | Long Text Area | 8 visible lines, length 1000 |
| Touch Name | Campaign Member | Text | 60 |
| List of Items in Bundle | Campaign Member | Long Text Area | 3 visible lines, length 1000 |
| Sender Team Name | Campaign Member | Text | 50 |
| Gift Amount | Campaign Member | Currency/Number | 18 |
| Gift Chosen | Campaign Member | Text | 3 visible lines, length 1000 |
*This is an out-of-the-box/standard SFDC field
If you have any questions about these fields, please contact your Customer Success Resource.
Task Data
The last four fields are for Task Data mapping.
Task Activity
Next, click on the 'Task Activity' tab. From here you'll see a selection of checkboxes.
Each checkbox represents the status of a gift in Sendoso. You can toggle them on/off based on which statuses you want written back to the contact/lead object in Salesforce.
The statuses will get written back to the contact/lead as a completed task.
FAQs
I created new fields in Salesforce, but they aren't showing up in the Writeback Mapping dropdown. Why?
New Salesforce fields take up to 24 hours to appear in Sendoso's Writeback Mapping dropdown. Sendoso refreshes the available field list on a daily sync, so in most cases your new field will show up on its own within a day. If you need it sooner, you can force a refresh by removing the synced user and reconnecting the integration, which pulls in any newly created fields right away.
Keep in mind that removing the synced user can clear configured campaign tracking that you'd then need to re-establish, so only use this route if you can't wait for the daily sync.
Do I have to set up all of the Writeback Mapping fields?
No. You only need to map the fields that matter for your reporting. Pick the ones that serve your purpose and leave the rest unmapped. You can always come back and add more later.
The field I want to map isn't in the dropdown. What do I do?
Sendoso can only map to fields that already exist in Salesforce, so if a field isn't in the dropdown, it usually needs to be created in Salesforce first. Have your Salesforce admin create the field and confirm the synced user has field-level access to it. Once it exists, it will appear in the dropdown after the daily sync (up to 24 hours), or right away if you remove and resync the synced user.
Which fields does Sendoso recommend mapping?
At a minimum, map "Total $ Spent on Campaign" so you can report on campaign ROI inside Salesforce. From there, map whatever supports your reporting goals, such as spend per contact or last touch. There's no requirement to map everything, just the fields you'll actually use.