Field mappings determine how Cognism data is written to Salesforce when exporting Leads, Contacts, and Accounts.

You can map Cognism fields to both standard and custom Salesforce fields and define how existing values should be updated.

Before you begin

Before configuring field mappings, ensure that:

• The Salesforce integration has been configured.
• You are a Cognism Admin.
• You have access to the Salesforce integration settings.

Field mappings are configured once and apply to all users in your Cognism account.

Open field mappings

1. Go to Settings > Integrations.
2. Select Salesforce.
3. Click Configure.
4. Open the Field Mapping section.

Field mappings are organised by Salesforce object:

• Leads
• Contacts
• Accounts

Each object can be configured independently.

Create a field mapping

To add a new mapping:

1. Select the Salesforce object you want to configure.
2. Scroll to the bottom of the mapping list.
3. Click Add Field.
4. Select the Cognism field.
5. Select the Salesforce field.
6. Choose an update rule.
7. Click Save.

The mapping will be applied to future exports.

Map custom Salesforce fields

You can map Cognism data to both standard and custom Salesforce fields.

Only supported Salesforce field types are available for selection.

If a field does not appear in the mapping list, verify that:

• The field type is supported.
• The Salesforce user configuring the integration has access to the field.
• The field is visible in Salesforce.

Static fields

A Static Field assigns the same value to every exported record.

This is useful when you want all records exported from Cognism to share a common value.

For example:

If you use a picklist field, ensure the static value already exists as a valid picklist option in Salesforce.

Update rules

Each field mapping includes an update rule that controls how Cognism updates existing Salesforce records.

Apply if blank

Updates the Salesforce field only if it is currently empty.

Existing values are preserved.

This option is recommended for fields that are maintained by your sales team.

Overwrite

Updates the Salesforce field every time a record is exported.

Existing Salesforce values are replaced with the latest data from Cognism.

Use this option only for fields you want Cognism to keep up to date.

Supported field types

Cognism supports mapping the following Salesforce field types:

• Boolean
• Date
• Date/Time
• Number
• Currency
• Text
• Text Area
• Picklist
• Phone
• URL
• Email

Unsupported Salesforce field types, such as Formula, Geolocation, Auto Number, Encrypted, or Roll-Up Summary fields, cannot be mapped and will not appear in the field selection list.

Currency fields

Currency values are transferred exactly as they are received.

Cognism does not perform currency conversion during export.

For example, if a company revenue value is stored in USD and mapped to a Salesforce field configured for GBP, the numeric value is exported without conversion.

Best practices

To maintain consistent Salesforce data, we recommend that you:

• Map only fields your team actively uses.
• Use Static Fields for values such as Lead Source.
• Use Apply if blank unless Cognism should always replace existing values.
• Review field mappings after adding new custom fields in Salesforce.