How to Sync Components to Salesforce
This article walks you through how to map a component to Salesforce.
Before You Start
You need to be connected to Salesforce with the objects you want to map already selected. To check this, head to the Integrations page.
Start a Mapping
Once connected to Salesforce, go to Plans and select the plan you want to update mappings for.
Click into the earnings component where you want to map data, then click Map Data Source.
From here, you have the option to use an existing mapping or create a new mapping from scratch. In this example, we are creating a new mapping from scratch. Once you select that, choose the source you want to connect to and click Continue.
Name the Mapping and Choose an Object
Next is the mapping name. From scratch, the default is the plan name, a colon, then the component name. You can edit the mapping name — make sure it is easily identifiable so you know what this mapping represents in QuotaPath.
Select the object you want to connect to. In this example, we are using the Opportunity object. Click Next.
Map Your Fields
Some fields are defaulted for you. In this section you are lining up the fields in QuotaPath with the fields you want to pull data from in Salesforce:
Deal name
Attainment and commissionable amount
Deal dates
Deal owner
The Deal Owner in QuotaPath is whoever the commissionable user is — this could be an AE, an SE, or another role. If you have fields in Salesforce where those users are identified at the opportunity level, make sure the field is a user lookup field. That way the assignee filter can line up the user in QuotaPath with the user in Salesforce.
You also have the option to add deals to all plan assignees. For example, if this is a marketing plan, you can add all deals so that you do not have to filter on a specific assignee.
You are also able to add additional fields. For example, if you want to map a contract term, add that field and find the term you want to use.
Define Closed Won and Pipeline
Click Next. The next step is to define what is considered Closed Won and what is considered Pipeline. The defaults use the stages, but you can also use other criteria — for example, if there is a specific date on the opportunity in Salesforce, the presence of that date can mean the deal is Closed Won.
Add Filters and Sync
Click Next. Here you can add any additional filters — for example, if you want to limit this to a specific opportunity type such as new business, you can select that. Click in the field and search any fields, or hit the space bar to view all available fields in Salesforce.
You will notice account fields are also available. You can go back to the account level and bring in account data alongside the opportunity.
Once everything looks good, click Sync to save your mapping and start to sync the data.
That is how you map a component to Salesforce.