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This article goes over how to set custom mappings and the default mappings set for Salesforce.

If you are using the Design Studio with the SalesForce integration and are looking to map over data, please follow the steps listed below to ensure you get the correct info mapped to your Salesforce account.

When editing a theme …

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The purpose of this article is to provide a comprehensive overview of how to add SnapEngage Data for Integration Custom Mappings. How to send data from SnapEngage to your CRM.

In this document, you’ll find descriptions for each field available in your Integration’s Custom Mappings under the “SnapEngage” Source Type, and how to use them:

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The purpose of this article is to provide a comprehensive overview of supported variables for use in integration mappings, shortcuts, and proactive chat.

Shortcuts

Example:

{alias} for the agent alias
{phone} for the agent phone number
{js:xxx} for a JavaScript variable (where xxx is the name of the variable)

*You can use more than one variable if …