Monday, November 13, 2006

Clicktools questions to Salesforce fields? What goes where...

Below is a list of all the field types in Salesforce with a recommendation of what question types to use to populate these types:

Salesforce Field Type Recommendation Alternative/Notes
Auto Number Not possible  
Formula Not possible  
Master-Detail Relationship Text NOTE: A Salesforce ID MUST BE USED to
create/update any reference field.
Lookup Relationship Text NOTE: A Salesforce ID MUST BE USED to
create/update any reference field.
Checkbox Checkbox
NOTE: Please see earlier blog posting here.
Radio. 
Currency Number  
Date Date Date completed option.
NOTE: You cannot create/update the Date
created or modified fields in Salesforce.
Date/Time  Date Date/Time completed.
NOTE: You cannot create/update the Date
created or modified fields in Salesforce.
Email Text, Multi-text  
Number Number, Radio/Drop with Numeric
choices in the question. NOTE: Clicktools passes numbers
across with TWO decimal places so formatting in salesforce
must be set to this to work correctly.
Multi-numeric
Percent  Percent, Multi-percent Number 
Phone Number Text, Multi-text
Picklist Radio, Dropdown, Multi-radio, Multi-dropdown  
Picklist (Multi-Select) Checkbox, Multi-checkbox  
Text Text, Multi-text Any other question type except Essay
Text Area  Text, Multi-text Any other question type except Essay
Text Area (Long) Essay Any other question type
URL  Text, Multi-text

 If you have any questions about specific mappings, drop us an email...

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