Salesforce Integration - Default Field Mappings and Available Strategies

This article describes the Salesforce to OnePlan default field mappings and strategies for your integration.

Default Field Mappings

Objects - Plans

Currently, there are no default field mappings for this integration. Each field will need to be manually mapped within this section. 

Strategies

The following strategies are available:

OnePlanUpdate

Publish data from Salesforce to OnePlan.

This strategy retrieves the Salesforce Objects defined in the connector configuration and creates/updates corresponding OnePlan plans. This strategy supports hierarchical structuring when more than one Salesforce Object is configured. 

• If multiple Salesforce Objects are listed (for example Account -> Opportunity), the strategy will maintain the parent-child relationships between those objects.
• Records are created or updated in OnePlan as nested structure that reflects their relationship in Salesforce. 

Filters can be applies to this strategy on the Salesforce -> OnePlan section, within the Objects -> Plans table for scheduled strategies only. Events for this strategy do not have the filter capability enabled. 

OnePlanUpdate_No_Hierarchy

Publish data from Salesforce to OnePlan.

This strategy retrieves the Salesforce Objects defined in the connector configuration and creates/updates corresponding OnePlan plans. This strategy does not supports hierarchical structuring when more than one Salesforce Object is configured. 

• All configured Salesforce Objects are still created or updated as plans in OnePlan. However, no parent-child nesting is applied. 

Filters can be applies to this strategy on the Salesforce -> OnePlan section, within the Objects -> Plans table for scheduled strategies only. Events for this strategy do not have the filter capability enabled.