Setting up field mapping

The field mapping works in both directions:

• Salesforce fields can be retrieved to fulfill a Scrive Template
• Fields that are filled in on the Scrive Template by the Party can be inserted into Salesforce

1. Click the Scrive Configuration tab and go to the MANAGE SCRIVE FIELD MAPPING panel:
   
   
   
   
   
   
2. Click Manage Scrive Field Mapping:
   
   
   
   Standard Scrive Fields: Out-of-box fields from Scrive. Most are already mapped to Salesforce Field (e.g., email@Contact -> Contact.Email).
   
   Custom Scrive Fields: Fields that have been added to a Scrive Template.
   
   
3. Set up your mapping, and then click Save.