Skip to main content
Documentation
Documentation
Evisort
Last Updated: 2023-06-23
Add or Delete Field Sync Mapping Rows

Add or Delete Field Sync Mapping Rows

You can add and delete field sync mapping rows in the
Sync Fields Form
 to control which Salesforce and Contract Intelligence fields are synchronized.
  1. Add new field mappings:
    1. Access the
      Sync Fields
       tab in the Evisort Admin app.
    2. When you are creating a new object mapping, click the
      Set Object Mapping
       button.
      When you are editing an existing mapping, select an existing mapping row in the Sync Fields table, and click
      Edit
      .
    3. For new mappings, select an object from the
      Salesforce Object
       drop-down menu and click the
      New Field Mapping
       button.
    4. Select a Salesforce field and the Contract Intelligence field you want to map it to.
  2. Delete a field mapping:
    1. To delete a single field mapping, click the trash icon to the right of the field mapping row in the open form. After deleting the unwanted rows, click
      Save
       to save the updated mapping.
    2. To delete the entire object mapping, click the down arrow in the table entry for the mapping and click
      Delete
      .
      We support Salesforce Files, ContentDocument/ContentVersion, and Enhanced Notes, ContentNote, used by Salesforce orgs created after April 2016. The integration fully supports Files, including files stored in Libraries or directly associated to records.
      We don’t support legacy Notes and legacy Attachments.