Mapping data from Salesforce to MonetizeNow

Fields from Salesforce may be mapped to Standard and Custom Fields on Quote in MonetizeNow. The following object mappings are available:

1. Salesforce Account to MonetizeNow Account
2. Salesforce Contact to MonetizeNow Contact
3. Salesforce Opportunity to MonetizeNow Quote

The most common use case is to drive approval, validation, and conditional term logic in MonetizeNow using data from Salesforce. Specific examples are provided on Custom Fields page.

You can configure the mapping on the CRM Configuration page in MonetizeNow.

Mapping data from MonetizeNow to Salesforce

MonetizeNow automatically synchronizes most Quote data from MonetizeNow to Salesforce, but we also support mapping custom Quote fields from MonetizeNow to Salesforce.

To configure this, all you need to do is create custom fields in each system that have matching API names.

Additional Considerations:

1. Case insensitive
2. Ignores special characters
3. Ignores the Salesforce suffix of __c
4. Will never auto-map to a field with the monetize__ managed package prefix
5. The data types must be compatible (e.g. a number or boolean cannot map to a string field)