In this article, you will learn more about how Salesforce Contact and Leads are imported into Mailmodo. 


Note - Looking for steps to integrate Salesforce with Mailmodo, see this article.  


How are Salesforce leads and contacts imported into Mailmodo? 

  1. All the Leads and Contacts record(s) in Salesforce will be imported as Contacts in Mailmodo.
    • In Mailmodo, there will be a contact property created named “salesforce_record_type” to differentiate between Contacts and Leads records in Mailmodo. The value of salesforce_record_type will be set to either Contacts or Leads.
    • Whenever a Lead is converted into a Contact in Salesforce, the salesforce_record_type will be updated along with other information for the record. 
  2. Only those records which have a valid email address will be imported into Mailmodo.
  3. For each record in the Leads and Contact object, we will import a predefined list of system fields and all the custom fields in these objects as contact properties in Mailmodo.
  4. Once the record(s) and fields are added in Mailmodo, you can use them to create segments or set up journeys in Mailmodo. 
  5. In case of duplicate records in Salesforce (i.e., both leads and contacts have the same email address), then we will import only the Contacts record. 
  6. The subscription status for the Salesforce record(s) is maintained in Mailmodo at the time of import. For e.g., if a Salesforce Contact has Email Opt Out set to True then the user will be added to the suppression list in Mailmodo at the time of import. 

 

Please note - By default, sync frequency is set to 60 mins i.e., every 60 mins new records and changes to the existing records are updated in Mailmodo. If you want to change the sync frequency, then please reach out to Mailmodo Customer Support.



What fields of the Salesforce Leads object are imported in Mailmodo? 

1. The table below shows the list of system properties synced to Mailmodo and how they are mapped to contact properties in Mailmodo. The system properties not mentioned below won’t be synced by default.  

2. All the custom properties for the Leads object will be imported into Mailmodo. See this section to see how data types are mapped between Salesforce and Mailmodo.


Fields in Salesforce

Property in Mailmodo

Data type in Mailmodo

Email

email

String

FirstName

first_name

String

LastName

last_name

String

MiddleName

middle_name

String

Name

name

String

MobilePhone

phone

String

Address

address1

String

Street 

address2

String

State

state

String

StateCode

state_code

String

City

City

String

Country

Country

String

AnnualRevenue

annual_revenue

Number

Company

company

String

ConvertedDate

salesforce_lead_converted_date

DateTime (ISO)

CurrencyIsoCode

currency_iso_code

String

Department

department

String

Division

division

String

Industry

industry

String

IsDeleted

is_deleted

Boolean

IsConverted

is_converted

Boolean

LeadSource

salesforce_lead_source

String

NumberOfEmployees

number_of_employees

Number

Phone

home_phone

String

PhotoUrl

photo_url

String

PostalCode

postal_code

String

Rating

rating

String

LeadId

salesforce_lead_id

String

Suffix

suffix

String

Title

salution

String

Website

website

String

What fields of the Salesforce Contact object are imported in Mailmodo? 

1. Table below shows the list of system properties synced to Mailmodo and how they are mapped to contact properties in Mailmodo. The system properties not mentioned below won’t be synced by default.  

2. All the custom properties for the Contact object will be imported into Mailmodo. See this section to see how data types are mapped between Salesforce and Mailmodo.

 

Fields in Salesforce

Property in Mailmodo

Data type in Mailmodo

Email

email

String

FirstName

first_name

String

LastName

last_name

String

Name

name

String

ContactId

salesforce_contact_id

String

Birthdate

birthday

Datetime (ISO)

Department

department

String

Description

description

String

MailingAddress

address1

String

MailingCity

city

String

MailingState

state

String

MailingCountry

country

String

MailingPostalCode

postal_code

String

MailingStateCode

state_code

String

MailingCountryCode

country_code

String

MailingStreet

address2

String

MobilePhone

phone

String

Salutation

salutation

String

Title

designation

String

HomePhone

home_phone

String

Suffix

suffix

String

PhotoUrl

photo_url

String

MiddleName

middle_name

String

IsDeleted

is_deleted

Boolean

LeadSource

salesforce_lead_source

String

IsPersonAccount

is_person_account

Boolean

How are data types mapped between Salesforce and Mailmodo? 

1. The table below shows what Salesforce data types are supported and how they are mapped into different data types in Mailmodo. 

2. For custom fields, we will only import fields that can be mapped to supported data types in Mailmodo. For e.g., custom fields that are marked as GeoLocation data type will not be imported in Mailmodo. 

 

Data types in Salesforce

Supported in Mailmodo

Data type in Mailmodo

Email

Yes

String

Number

Yes

Number

Percent

Yes

Number

Phone

Yes

String

Picklist

Yes

String

AutoNumber

Yes

Number

Checkbox

Yes

String

Currency

Yes

String

Date

Yes

Datetime (ISO)

DateTime

Yes

Datetime (ISO)

MultiselectPicklist

Yes

String

Text

Yes

String

TextArea

Yes

String

LongTextArea

Yes

String

Summary

Yes

String

URL

Yes

String

Lookup

No

Not imported

Time (Beta) 

Yes

String

MasterDetail

No

Not imported

MetadataRelationship

No

Not imported

EncryptedText

No

Not imported

ExternalLookup

No

Not imported

IndirectLookup

No

Not imported

Hierarchy

No

Not imported

File

No

Not imported

CustomDataType

No

Not imported

HTML

No

Not imported

Geolocation 

No

Not imported