Item Fields Mapping Explained (MS Exchange or Gmail ↔ Salesforce)¶
For users of the Email Sidebar on:
3 min read
Tip
To ensure that RG Email Sidebar can function with full efficiency, ask your local Salesforce Admin to install the Revenue Grid managed package in your Org; the package adds a set of service extra fields to several Salesforce object types
RG Email Sidebar for Salesforce functioning is based on syncing and directly updating the contents of matching fields between MS Exchange and Salesforce objects. This article explains typical field matching patterns applied by RG Email Sidebar for standard Salesforce objects.
- MS Exchange Emails are matched with Salesforce Task or Email Message objects, depending on your org’s Salesforce configuration
- MS Exchange Meetings/Appointments/Events are matched with Salesforce Event objects
- MS Exchange Tasks are matched with Salesforce Task objects
- MS Exchange Contacts are matched with Salesforce Contact objects
Note
Note that in certain custom configurations Tasks or other Salesforce objects may also by matched with MS Exchange calendar items; in these cases field mapping patterns will be set differently
**MS Outlook emails: MS Exchange → Salesforce saving **¶
| Field or control label or {hidden field} in MS Outlook Desktop / On the Web | MS Exchange / Office 365 field name | Salesforce (Enhanced Email not enabled), emails saved as Tasks | Salesforce (Enhanced Email enabled), emails saved as EmailMessages |
|---|---|---|---|
| “Subject” line | Subject | Subject | Subject |
| “Body” box | Body | Comments | Description |
| {Sent time/date} | DateTimeSent | Comments | DateTimeSent |
| {Received time/date} | DateTimeReceived | Comments | DateTimeReceived |
| “From” line | From | Comments | FromAddress |
| “To” line | ToRecipients | Comments | ToAddress |
| “CC” line | CcRecipients | Comments | CcAddress |
| “BCC” line | BccRecipients | Comments | BccAddress |
| {Inbox/Sent folder placement} | IsReceived | IsInbound | IsReceived |
| {the “has # attachments” indicator} | Attachments | n/a | HasAttachments (does not reflect the actual state) |
| {the “normal, personal, private, confidential” flag} | Sensitivity | IsPrivate | IsPrivate |
| {Message-ID GUID} | IntenetMessageId | InternetMessageId | GroupwareItemID |
| {technical details about the message} | InternetMessageHeaders | n/a | Headers |
| {ID of the correspondence thread the email belongs to used for this feature} | ConversationId | ConversationId | ConversationId |
| n/a | n/a | IsCreatedBySync (used to define if the email was saved by RGES Sync) |
IsCreatedBySync (used to define if the email was saved by RGES Sync) |
MS Outlook calendar items¶
| Field or control label or {hidden field} in MS Outlook Desktop / On the Web | MS Exchange / Office 365 field name | Salesforce Event object |
|---|---|---|
| {item’s recurrence flag and related data} | Recurrence | IsRecurrence2 and ServerSync_RecurrenceData |
| n/a | MimeContent | MimeContent |
| “Subject” line | Subject | Subject |
| “Body” box | Body | Description |
| “Location” line | Location | Location |
| “All day event” checkbox | IsAllDayEvent | IsAllDayEvent |
| “Start time” field | Start | StartDateTime |
| Start timezone field | StartTimeZone | StartTimeZone |
| “End time” field | End | EndDateTime |
| End timezone field | EndTimeZone | EndTimeZone |
| “Reminder” time span picklist | ReminderMinutesBeforeStart | ReminderMinutesBeforeStart |
| {reminder enabled} | IsReminderset | IsReminderSet |
| {the date/time of event start} | ReminderDueBy | ReminderDateTime |
| The “Show as:” picklist (free, working elsewhere, tentative, busy, out of office) | LegacyFreeBusyStatus | ShowAs |
| {contacts/email addresses added to the meeting as Required; the “To” field} | RequiredAttendees | ServerSync_NamedRequiredAttendees |
| {contacts/email addresses added to the meeting as Optional; the “CC” field} | OptionalAttendees | ServerSync_NamedOptionalAttendees |
| {contacts/email addresses added to the meeting as Resources; the “BCC” field} | Resources | ServerSync_NamedResources |
| {the calendar item Organizer’s address} | Organizer | ServerSync_NamedOrganizer |
| {the item’s actual status: none, meeting, received, canceled} | AppointmentState | ServerSync_IsOrganizer |
| {the indicator if the item is private, personal, confidential} | Sensitivity | IsPrivate |
MS Outlook Tasks¶
| Field or control label or {hidden field} in MS Outlook Desktop / On the Web | MS Exchange / Office 365 field | Salesforce |
|---|---|---|
| “Subject” line | Subject | Subject |
| “Priority” flag | Importance | Priority |
| “Reminder” checkbox | IsReminderSet | IsReminderSet |
| Reminder’s Date field | ReminderDueBy | ReminderDateTime |
| “Description” box | Body | Description |
| “Description” box | Body | SmartDescription |
| “Due date” field | DueDate | ActivityDate |
| “Status” field | Status | Status |
| “Private” flag | Sensitivity | IsPrivate |
MS Outlook Contacts¶
| Field or control label or {hidden field} in MS Outlook Desktop / On the Web | MS Exchange / Office 365 | Salesforce |
|---|---|---|
| {the full Name field} | GivenName | FirstName |
| {the full Name field} | Surname | LastName |
| {the full Name field} | MiddleName | MiddleName |
| {the full Name field} | Salutation | Salutation |
| {the full Name field} | Generation | Suffix |
| “Job Title” field | JobTitle | Title |
| “Company” field | CompanyName | ServerSync_CompanyName |
| “Web Page Address” field | WebPage | Link to the Contact’s profile in Salesforce |
| “E-mail” field | EmailAddresses | |
| “Primary Phone” field | PhoneNumbers | Phone |
| “Mobile Phone” field | PhoneNumbers | MobilePhone |
| “Business Phone” field | PhoneNumbers | BusinessPhoneNumber |
| “Business Fax” field | PhoneNumbers | Fax |
| “Assistant’s Phone” field | PhoneNumbers | AssistantPhone |
| “Home Phone” field | PhoneNumbers | HomePhone |
| “Other Phone” field | PhoneNumbers | OtherPhone |
| {description box} | Body | Description |
| {description box} | Body | SmartDescription |
| “Assistant” field | AssistantName | AssistantName |
| “Business Street” field | PhysicalAddresses | MailingStreet |
| “Business City” field | PhysicalAddresses | MailingCity |
| “Business State” field | PhysicalAddresses | MailingState |
| “Business Postal Code” field | PhysicalAddresses | MailingPostalCode |
| “Business Country/Region” field | PhysicalAddresses | MailingCountry |
| “Other Street” field | PhysicalAddresses | OtherStreet |
| “Other City” field | PhysicalAddresses | OtherCity |
| “Other State” field | PhysicalAddresses | OtherState |
| “Other Postal Code” field | PhysicalAddresses | OtherPostalCode |
| “Other Country/Region” field | PhysicalAddresses | OtherCountry |
| “Birthday” field | Birthday | Birthdate |
| “Department” field | Department | Department |
| “Private” flag | Sensitivity | IsPrivate |
Google Tasks¶
Task statuses mapping
| Google Task status | Salesforce Task status |
|---|---|
| needsAction | Notes |
| needsAction | InProgress |
| completed | Completed |
| needsAction | WaitingOnOthers |
| needsAction | Deferred |
| Google Task field | Salesforce Task field |
|---|---|
| n/a | Assigned to |
| n/a | Recurrence interval |
| n/a | Repeat this task |
| n/a | Call type |
| Title | Subject |
| n/a | Call object identifier |
| n/a | Call result |
| n/a | Task subtype |
| Due (date only) | Due date |
| n/a | Phone |
| n/a | Call duration |
| n/a | Priority |
| n/a | Created by |
| Notes | Comments |
| Status | Status |
| n/a | Name (WhoId) |
| n/a | Related to (WhatId) |
| n/a | Email address |
| n/a | Last modified by |
| Not supported | Recurring Tasks |
| Not supported | Custom added fields |
Important
Note that several special use fields required for certain RG Email Sidebar features to work must be added to Salesforce objects as part of RG Email Sidebar setup in your Org. Refer to this article for more information about them.
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