Default Field Mappings for HCL Notes <> Salesforce

Article ID: 1041
Last updated: 29 Oct, 2019

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

Email
HCL Notes Field Salesforce Field
Business Email

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


Contacts notes:

  1. 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:

  1. In Salesforce, the Created By field cannot be edited.
  2. A recurring appointment in HCL Notes is synced to Salesforce as a series of individual appointments.
  3. For appointments that were created in Notes, the Description cannot be updated in Salesforce.
  4. Attachments added in Salesforce to appointments that were created in Salesforce are not synced to Notes.
  5. 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:

  1. The syncing of Notes recurring tasks is not currently supported.
  2. In Notes, the Assign to field is editable only when creating the task.
  3. For tasks that were created in Notes, the Description cannot be updated in Salesforce.
  4. Attachments added in Salesforce to tasks that were created in Salesforce are not synced to Notes.

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Article ID: 1041
Last updated: 29 Oct, 2019
Revision: 11
Views: 2021
Comments: 0
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folder Riva On-Premise - CRM Sync -> Manage Riva On-Premise (Admin Guides) -> CRM Systems -> Salesforce -> Advanced Options & Settings -> Default Field Mappings

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