Boost Your Efficiency with Data Synchronization
Take it to the next level! Automatically map your Tomorro fields with your Salesforce fields to increase efficiency and keep your data always up-to-date across all your tools.
This means:
When a contract is generated from Salesforce, the fields of your contract will automatically be filled with the data from your Salesforce fields.
And when you have enabled synchronization from Tomorro to Salesforce, you can automatically update the values of Salesforce fields with your Tomorro data.
Manage Salesforce <> Tomorro Field Mapping
We have set up a very simple system to manage this mapping.
1️⃣ Go to Tomorro > Integrations
Open the Salesforce integration page.
2️⃣ Map Tomorro fields with Salesforce fields.
Here you will find all your Tomorro fields. You can select any field and then either:
Select one of the default Salesforce fields from the dropdown list
Or copy-paste the API value of your Salesforce field directly into the Salesforce field.
Don't forget to click the box next to each field to validate your mapping.
Mapping can be done for any fields within Opportunity, Account, or Contract objects. If you need another object, feel free to reach out to us.
3️⃣ It's done!
Now, when creating a contract from Salesforce, the mapped Salesforce field value will automatically be used to populate the Tomorro field.
All that's left is for you to test it.