About Field Mapping

Administrators can set the read/write relationships between any SAM data field and standard or custom CRM database fields. Once you map all desired fields, your CRM data will automatically be updated whenever a CRM user saves a SAM worksheet.

Administrators can change the field mapping assignments as needed. However, if an Administrator changes the mapping of an item that has already been in use, it will affect data integrity. For example, an Administrator has bi-directionally mapped SAM Field A to CRM Field A and business has gone on for a period of six months. Then the Administrator changes the mapping of SAM Field A to CRM Field B. When a CRM user opens a record that was previously saved with a CRM Field A data item, the SAM Field A will appear blank.

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