Add new Salesforce fields

A guide to mapping new Salesforce fields and tables after you have integrated Salesforce.

Updated over a week ago

Mutiny integrates with Salesforce to let you take action using your first party data. You can find an overview of the integration here. This article will teach you how to add new Salesforce fields to an existing Salesforce integration. If you haven't yet integrated Salesforce, follow this guide for first-time field mapping.

Step 1 - Go to the Salesforce Integrations page

Click on "Integrations" from the left hand pane. Click on Salesforce.

Step 2 - Find the right table and click "Remap columns"

Choose the table where the new field(s) you want to map exist and click "Remap columns" to add them to Mutiny. You can add as many fields as are relevant to you. Mutiny will only access the tables and columns you explicitly map.

Note: The Accounts table is typically the most actionable source for inbound personalization and has the highest match rate. The data in this source is at the company or account level, not the individual/contact/lead level.

Step 3 - Add your new field(s)

After clicking "Remap columns", you will see a side pane open on the right that shows the fields that are already mapped. Scroll to the bottom of the list and click the blue "Map another Salesforce column button" (labeled 1 in the image below).

A new blank field will be added to the bottom of the list. Search for the column you want to add on the right hand side dropdown (labeled 2 in the image below). Note that Mutiny searches the API name not the display name. The API name is shown below the display name when you search.

Select the field you want to add, and type the name you want to see the field called in Mutiny on the left (labeled 3 in the image below).

Repeat for any additional fields you want to add. When you are all set, click "Map columns" on the bottom left (labeled 3 in the image below).

That's it! Your new fields will now be imported and can be used to create new segments, outbound campaigns, or use as variables in experiences using Salesforce as your data source.


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