Updating Field Mappings

To add/update a field into Express, you will need to do the following:

You will first need to know the API name. To find this out:

1. Go to SFDC > Setup > Customize found on the left menu bar
2. Find the object the field is housed on.
3. If the field is on the Opportunity object, you will want to search for "Opportunities"> click the arrow icon > select "Fields".
4. If the object is a custom object, go to Create instead of Customize > select "Object" > search for the object name.
5. Search for the field name. It should end in "__c"

Once you know the data field type, you will need to add it into Express.

1. Go to Express > Setup > Define Deal Attributes
2. Select "Opportunity" mapping
3. Click "Add Row"
4. Under "Data Type", column 1, select "Date" for example
5. Under "Field Name", column 2, search for "Close Date".
   1. This list that shows initially in the drop-down menu are all the text fields on the Opportunity object.
   2. If the field is a house on a parent object, you will want to click "-- Lookup Field --" > search for the parent object name and click the link with the double arrows found on the right side of the screen (ex. "Opportunity>>") > search for the field name.

   NOTE: Once saved, the object the field was found on, in most cases, will show as the object name, period, field API name. Example: Opportunity.Start_Date__c
   

   
6. Under "Express Field Name" you can click the pencil icon to type in a new field name or if you have already added the field name into the "View All Fields" section, you can click the drop-down menu and select the name. If you are changing a required field, such as Deal Date, Salesperson, or Deal Id. The Express Field Name cannot be changed.

   NOTE: Under Deal Attributes fields there is a fixed number of fields you can add within Express:


   • Currency: 10 custom “Currency” fields
   • Date: 6 (5 custom “Date” fields, 1 Standard "DealDate")
   • Decimal: 10 custom “Number” fields
   • User: 5 (4 custom “Profile” fields, 1 standard "Salesperson")
   • Text: 26 (25 custom “String” fields, 1 Standard "Deal Id")
   • Checkbox: 5 custom checkbox fields (listed as “Boolean”)
7. Click both green checkmarks. One next to the Express Field Name and the other next to Options.
8. Click the floppy disk icon to save the entire page. This will take a minute or so.

   *Once you have the field mapped, you will need to re-import your data to update the deals in Express.