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. This article outlines how to map custom fields from Kantata OX to Salesforce and vice versa.

How to Create a Custom Field in Salesforce

1. Navigate to the Setup page.
2. In the Quick Find box, search for object. Under Build > Create, select Object.
3. A list of Custom Objects displays. Find and select Mavenlink Project.
4. Under the Custom Fields & Relationships section, click New.
5. 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
   
6. Click Next.
7. 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.
8. Click Next.
9. Select permissions for who can view and edit the field.
   • Visible — Enabled only for users who can edit the field.
   • Read-Only — Enabled for users who can view the field, but not edit.
     
     Note: Visible is auto-selected with this, but the user cannot edit when Read-Only is also enabled.
10. Click Next.
11. Select page layouts that should include this field.
12. Click Save. The new custom field is now created.
13. Navigate to your Kantata OX project in Salesforce and make sure it is there.

How to Map Your Kantata OX and Salesforce Custom Fields

1. Navigate to Mavenlink Configuration > Custom Field Mappings.
2. Click Edit, and then Add Row.
3. Leave the Subject Type as Project.
4. Under Custom Field, enter the name of the Kantata OX custom field that you want to map to the new Salesforce custom field.
5. Under Applicable Object Types, select the Salesforce object that initiates the creation of a project in Kantata OX.
   • Opportunity
6. Under Custom Field Data Type, select the data type of the custom Salesforce field you created in the previous How to Create a Custom Field in Salesforce section.
7. Under SalesForce Object, select mavenlink__Mavenlink_Project__c.
8. Under SalesForce Field, select the custom field you just created. In this image, the newly created custom field is at the bottom of the list.
9. Leave Custom Object Field Path empty.
10. Select the Mapping Direction for your custom field. The mapping direction is the direction the information is sent between Salesforce and Kantata OX.
    • Outbound: When you update the custom field in Salesforce, it will be synced in Kantata OX.
    • Inbound: When you update the custom field in Kantata OX, it will be synced in Salesforce.
    • Bi-Directional: Updates are synced both ways (not available for choice fields at this time)
11. Leave Default Value empty, unless you want the custom field to have a default value.
12. Select whether you want One Time Mapping, or consistent mapping.
    • Yes: Sets the custom field only upon project creation.
    • No: Consistently updates the custom field.
13. Click Save. Your Kantata OX and Salesforce custom fields should be synced now.

    Note: New custom fields mappings are are not applied to existing projects unless the projects are synchronized through normal processing. To force an update on existing projects...

    1. Navigate to Mavenlink Configuration > Syncing.

    2. Stop the sync job by clicking on Cancel Current Job.

    3. Backdate the Updated After date back far enough to apply to all projects.

    4. 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 Sync with Mavenlink.
4. Make sure your new custom field in Salesforce matches the mapped custom field in Kantata OX.