Riva uses default field mappings between Salesforce and HCL Notes (formerly known as IBM Notes).
Contacts: Default Field Mappings
General |
|
| HCL Notes Field | Salesforce Field |
| Title | Part of the Name field |
| FirstName | FirstName |
| MiddleName | MiddleNamenote 1 |
| LastName | LastName |
| JobTitle | Title |
| Company Name | Account Name |
| Comments | Description |
| Full name | FirstName + LastName |
Phone Numbers |
|
| HCL Notes Field | Salesforce Field |
| Business | Phone |
| Home | Home Phone |
| Mobile | Mobile |
| Fax | Fax |
| Assistant | Asst. Phone |
| HCL Notes Field | Salesforce Field |
| Business | |
Addresses |
|
| HCL Notes Field | Salesforce Field |
| Business (Address 1) | Mailing Address |
| Personal (Address 2) | Other Address |
Other Contact Mappings |
|
| HCL Notes Field | Salesforce Field |
| Department | Department |
| Assistant | Assistant |
| Birthday | Birthdate |
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To enable syncing the middle name, apply the following advanced option to the Salesforce connection: Salesforce.Contact.MiddleName.Sync.Enabled = true
Calendar: Default Field Mappings
Calendar Entry |
|
| HCL Notes Field | Salesforce Field |
| Chair | Assigned To |
| Sent by | Created bynote 1 |
| Subject | Subject |
Time and Recurrence |
|
| HCL Notes Field | Salesforce Field |
| Starts | Start |
| Ends | End |
| Repeat | Recurrencenote 2 |
Attendees |
|
| HCL Notes Field | Salesforce Field |
| Required | Attendee list |
| Optional | Email and attendee list |
Location |
|
| HCL Notes Field | Salesforce Field |
| Location | Location |
Description and Attachments |
|
| HCL Notes Field | Salesforce Field |
| Description | Descriptionnote 3 |
| Attach | Attachmentsnote 4 |
Other Calendar Mappings |
|
| HCL Notes Field | Salesforce Field |
| Mark Private | Privatenote 5 |
| Notify Me | Reminder |
| Mark Available | Show Time As |
Calendar notes:
- In Salesforce, the Created By field cannot be edited.
- A recurring appointment in HCL Notes is synced to Salesforce as a series of individual appointments.
- For appointments that were created in Notes, the Description cannot be updated in Salesforce.
- Attachments added in Salesforce to appointments that were created in Salesforce are not synced to Notes.
- Setting the private flag in Salesforce has no effect on the Notes appointment.
Tasks: Default Field Mappings
General |
|
| HCL Notes Field | Salesforce Field |
| Priority | Priority |
| Subject | Subject |
| Status | Status |
| Notify Me | Reminder |
Timenote 1 |
|
| HCL Notes Field | Salesforce Field |
| Due by | Due Date |
| Start by | Read-only field next to Due Date |
Assignees |
|
| HCL Notes Field | Salesforce Field |
| Assign tonote 2 | Assigned to |
Description and Attachments |
|
| HCL Notes Field | Salesforce Field |
| Description | Commentsnote 3 |
| Attach | Attachmentsnote 4 |
Tasks notes:
- The syncing of Notes recurring tasks is not currently supported.
- In Notes, the Assign to field is editable only when creating the task.
- For tasks that were created in Notes, the Description cannot be updated in Salesforce.
- Attachments added in Salesforce to tasks that were created in Salesforce are not synced to Notes.