Verified First Salesforce App Configuration: Field Mapping

After you have customized the Verified First Salesforce app for your object, you may optionally set up field mapping to pre-populate values on the order form when launching a background screen.

To do this, you'll click on the link for "Field Mapping":

Select the Map New Object button:

Select the item/section to be prefilled and click the Next button (be patient, this can take a few seconds to load the next screen):

Click the plus sign to expand the section that is being mapped (in this example, we would expand the "Address" section):

And then click the drop-down next to each field in order to match the Verified First field names with their corresponding fields in your Salesforce Org. For this example, the "Street Address" field in Verified First would match to the "Mailing Address" Salesforce Object: 

Repeat this for all applicable fields and then click Create.

Next: Verified First Salesforce App Configuration: Customizing User Permissions

If you have any further questions, or need a product enabled on your account, 
please contact Verified First Client Services for assistance.

Call 844-709-2708 or email ClientServices@VerifiedFirst.com