Mapping Salesforce to Kantata OX Project Custom Fields

Overview

The Kantata OX Salesforce integration gives you the ability to map custom fields between Kantata OX and Salesforce projects. This can be helpful when many of your workflows are in Salesforce. 

How to Create a Custom Field in Salesforce

1. Log in to Salesforce.
2. Select the Setup tab.
3. In the Quick Find box, search for object and then select Object under the Create section. 
4. The Custom Objects list displays. Locate and select Mavenlink Project.
5. Under the Custom Fields & Relationships section, click New.
6. Specify the type of information the custom field will contain. The Salesforce types that can be synced with Kantata OX types are:
   • Number
   • Picklist
   • Text
   • Currency
   • Date
   
7. Click Next.
8. Give the custom Salesforce field a name.
   • Field Label — The field name that shows up in displays, page layouts, reports, and list views.
   • Field Name — The field name used for integration purposes, such as custom links, custom s-controls, and the API. This field auto-populates when you click outside of the Field Label box.
9. Click Next.
10. Select permissions for who can view and edit the field.
    • Visible—Users can edit the field.
    • Read-Only—Users can view the field, but not edit.
      Note: Visible is selected by default but the user cannot edit when Read-Only is also selected.
11. Click Next.
12. Select the page layouts that will include this field.
13. Click Save. The new custom field is created.

How to Map Your Kantata OX and Salesforce Custom Fields

1. Log in to Salesforce.
2. Select the Mavenlink Configuration tab. The Mavenlink Package Configuration page opens.
3. Select the Custom Field Mappings subtab.
4. Click Edit.
5. Select the Add Row button.
6. In the Custom Field column, enter the name of the Kantata OX custom field that you want to map to the new Salesforce custom field.
7. In the Applicable Object Types column, select the Salesforce object that triggers the creation of a Kantata OX project.
   Note: To select more than one object, hold down the Control key on your keyboard and click each desired option.
8. In the Custom Field Data Type drop-down, select the data type of the Salesforce custom field you previously created.
9. In the SalesForce Object drop-down, select mavenlink__Mavenlink_Project__c.
10. In the SalesForce Field drop-down, select the custom field you just created.
11. Select the Mapping Direction for your custom field: 
    • Outbound—When you update the custom field in Salesforce, the information syncs to Kantata OX.
    • Inbound—When you update the custom field in Kantata OX, the information syncs to Salesforce.
    • Bi-Directional—Updates are synced both ways (not available for choice fields at this time).
12. If you don't want the custom field to have a default value, leave the Default Value field empty.
13. Select if you want One Time Mapping or consistent mapping:
    • Yes—Sets the custom field only upon project creation.
    • No—Consistently updates the custom field.
14. Click Save. Your Kantata OX and Salesforce custom fields are now synced.

How to Apply New Custom Field Mappings to Existing Projects

1. In Salesforce, select the Mavenlink Configuration tab. The Mavenlink Package Configuration page opens.
2. Select the Syncing subtab.
3. To cancel the current sync job, click Cancel Current Job.
4. Adjust the Updated After date back far enough to apply to all projects.
5. Click Save Sync Job.

How to Test Your Mappings

1. Navigate to a Kantata OX project in Salesforce.
2. Update your new Salesforce custom field.
3. Click the Sync with Mavenlink button.
4. Confirm that your new custom field in Salesforce matches the mapped custom field in Kantata OX.