> ## Documentation Index
> Fetch the complete documentation index at: https://help.cloudtalk.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce Field Mapping

> Connect contact custom attributes to object fields in Salesforce.

> [!NOTE]
>
> Here's how to map Salesforce contact or lead object fields to your CloudTalk contacts to use for automations or call routing.

**User level**: Admin

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## Mapping Contact Data to Salesforce

Contact mapping between CloudTalk and Salesforce can be used to ensure the data you need from your Salesforce account can be used to take advantage of CloudTalk smart calling features such as attribute-based call routing and workflow automation triggers.

### Why Do I Need Field Mapping?

In order for different types of contact data or "fields" to transfer between two platforms, equivalent field types must exist so that synchronized contact data has a proper way to be stored in association with the contact. This is sometimes called a *rich contact synch*. While there are a number of [contact fields](https://help.salesforce.com/s/articleView?id=sf.contacts_fields.htm\&type=5) that automatically synchronize in [our Salesforce integration](/en/articles/3368501-configure-salesforce), there may be additional object fields important to your Salesforce use case that are not included by default. To link these contact or lead object fields to your CloudTalk account, you can map Salesforce fields to both CloudTalk default contact fields and CloudTalk custom attributes.

### Prerequisites

* One or more [custom attributes](/en/articles/2144934-custom-attributes) created in CloudTalk

### Set Up Field Mapping

Field mapping for Salesforce must be configured within the settings for the integration (or integration instance, if you have multiple Salesforce integrations).

1. From your [dashboard](https://dashboard.cloudtalk.io), navigate to **Settings > Integrations** > \{*your Salesforce integration instance*}.

2. Select **Change**.

3. Scroll down to *Custom field mapping*. For each row:

   ![](https://mintcdn.com/cloudtalk/xe2f6HmqhdjOgyCe/images/help-center/articles/9620351/f0af47a648c3-image.png?fit=max\&auto=format\&n=xe2f6HmqhdjOgyCe\&q=85\&s=335ec1efa86f7df5a1e15b48b2c481ce)

   1. Select a Salesforce contact or lead object field from the left dropdown list to link with a CloudTalk custom attribute from the right dropdown list.

4. **Save** to save changes.

#### Re-Synch to Update Existing Contacts

We recommend performing a contact synch refresh if you want contacts that are already synchronized in an existing integration to have the mapping you configured.

1. Scroll to the top of the *Salesforce Integrations Settings* page, select **Inactive**, scroll down and **Save**.

2. Scroll back up, set the integration **Active**, and **Save** again.

3. Any existing contacts will now be synched to the new mapping.

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*Need help or have a question?* Just reach out through our [Support portal](https://support.cloudtalk.io/hc/en-us/requests/new?ticket_form_id=26305535257884) — we’re here for you.


## Related topics

- [Using Salesforce with Campaign Dialers](/en/articles/using-salesforce-with-campaign-dialers.md)
- [Configure Salesforce](/en/articles/3368501-configure-salesforce.md)
- [Configure Custom Field Mapping for Zendesk](/en/articles/14300299-configure-custom-field-mapping-for-zendesk.md)


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