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 |
| 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 |
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.