The InsightSquared Platform allows the mapping of properties from Salesforce to the Platform. Our flexible mapping layer allows you to add data of many kinds to solve different problems around reporting and actions. We recommend contacting support for assistance in mapping new properties.

  1. Custom Property Maps
  2. Sub-selects (contact InsightSquared to configure)

To add a custom property to the IS2 Platform, there are two screens you need:

  1. Salesforce Object Manager (Lightning - setup ⭢ object manager); OR, Salesforce Fields and Relationships (Classic - setup ⭢ object ⭢ fields and relationships) and
  2. Content Settings

NOTE: You must be both an InsightSquared Platform and SFDC Admin in order to access these pages

Step 1

Navigate to the fields and relationships screen for your object

  • Lightning: Setup ⭢ Object Manager
  • Classic: Setup ⭢ Object ⭢ Fields and Relationships

The screenshot below shows the Account fields

Step 2

For each field you map, you will need to translate the Salesforce data type to the appropriate IS2 data type

Salesforce Data Type IS2 Data Type

Name                    ⭢    String
Checkbox ⭢ Boolean
Currency ⭢ Number with decimal
Date ⭢ Date
Date/Time ⭢ Date
Email ⭢ String
Number ⭢ Number
Percent ⭢ String
Phone ⭢ String
Picklist ⭢ String
Picklist Multi-select ⭢ String (display type multi-select)
Text (<70) ⭢ String (display type single line)
Text (70-255) ⭢ String (display type short text area)
Text Area Long ⭢ String (display type large text area)
Text Area Rich ⭢ String (display type html)
Text (encrypted) ⭢ String (encrypted)
Time ⭢ Date
URL ⭢ String

Formula ⭢ Get formula output type and see above
Lookup Relationship ⭢ Contact InsightSquared Support

For Lookup Relationships, see Mapping a Salesforce Lookup Field

Step 3

a.) Go to the Content Policies screen and select an existing Content Policy to add its

custom fields (account/opportunity/etc.)

b.) From the pop-up menu, select Content PropertiesNEW

c.) Complete the populated IS2 Property Mapping window

  • Property Name - SFDC field name, using camelCase. NOTE: camelCase is the practice of writing compound words or phrases using no spaces, where the first word is lowercase, and each word thereafter starts with a capital letter. Examples: insightsquaredSavesRepsTime, theAlphabetStartsWithAB
  • Property Label - The label that will be shown for this property across the Platform
  • Type - Use the above mapping table to select a type (VERY IMPORTANT!!)
  • Select ML Data Type - Learn more about ML Data Types here
  • Source Property - Salesforce API name for the property
  • Select one of the following: --Enabled - IS2 will collect this data
    -Searchable - IS2 will search this data (not recommended for anything but strings)
    -Track Changes - IS2 will track changes to this data
    -Hidden - IS2 will hide this property from users (recommended for IDs)
    -Writable - IS2 can update this property from Actions
    -Encrypted - Encrypt this value on ingest, and store this value encrypted

Step 4

Repeat this process for every custom SFDC field you'd like to map in the IS2 Platform.

NOTE: Please make sure the fields in Salesforce are "Visible" in the Field Level Security settings for the Profiles that will be using the IS2 Platform.

If you run into any issues please contact support.

Did this answer your question?