The Map Fields option is available when you access InsideView through Salesforce.com, Microsoft Dynamics, SAP Cloud for Customer (C4C), Sugar, Oracle, or NetSuite CRMs. Mapping InsideView fields to your CRM's custom fields allow you to sync the relevant InsideView data to these fields.
| Step | Description | Details |
|---|---|---|
| 2 | Open the Account Admin page | Click on Admin in the global menu of InsideView to open the Account Admin page.
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| 3 | Go to Map Fields | On the Account Admin page, click on Map Fields.
Note: The map fields option is visible only when you have an active CRM session. |
| 4 | Log in | If you are prompted to log in, enter your CRM username, password, and other details to continue. |
| 5 | Map the desired Fields into the Custom Field | The Map Fields page displays all InsideView fields available under Accounts, Contacts, and Leads.
Click Search against the relevant InsideView field you want to map to your CRM custom field.
In the CRM Fields prompt, browse through the list of fields or search by name. |
| 6 | Pick the correct Custom Field | Click on the correct custom field name in the list to select and map it to the InsideView field. |
| 7 | Save the Fields | Once you have mapped all your CRM custom fields to InsideView fields, click Save.
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