Standard Fields - Contacts

Created by Shamica Buenaflor, Modified on Thu, 25 Aug 2022 at 12:12 PM by Paul Mendoza

SigParser will fill in the following standard Salesforce fields if they are blank or SigParser perviously set the value.

  • FirstName
  • LastName
  • Phone - Work phone
    • Ext__c - If this field exists, SigParser will set it with the phone number extension and not put the phone extension into the Phone field. If this field doesn't exist, the whole phone number goes into the Phone field.
  • OtherPhone - The value in the "Other Phone" field in SigParser.
  • MobilePhone - Mobile phone number
  • Fax - Fax phone number
  • Title
    • Optional: Some teams have their own title scheme so don't want to push whatever SigParser finds.
  • LeadSource - If this field exists SigParser will put a value of "SigParser" when creating the Contact.
  • Address Fields
    • MailingStreet, MailingCity, MailingCountry, MailingState
    • Will update either all these fields at once or none of them.
    • If any one of the address fields is already filled in, SigParser won't update any of the address fields.
  • AccountID
    • SigParser can create/update Accounts based on the rules you define.
    • The Account name will just be the domain name of the contact. You can change it manually later.
    • Matching Accounts are found by looking for Contacts in SalesForce with the same domain name and what Account they're assigned to.
      • When there are multiple matching accounts SigParser will
        • Identify which of the Accounts that matched is owned by a user in Salesforce that communicated with the contact.
        • The Account in Salesforce with the most contacts assigned to it will be used.
  • OwnerId
    • Only if enabled
    • If there is a matching Account in Salesforce then the owner of that Account is used.
    • If the contact appeared in a mailbox that matches a user in Salesforce then assign that matching user to the Contact in Salesforce.
    • Otherwise match then the contact owner is the person who setup the SigParser to SalesForce connection.

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