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Choose which fields Aira writes to Salesforce

Use field mapping to control which company fields Aira writes into Salesforce, and when each one may be written.

Field mapping controls exactly which company fields Aira writes into Salesforce, and the condition under which each one may be written. Aira writes only the fields you switch on.

Field mapping covers companies. The people Aira adds to Salesforce are controlled separately, in contact sync. See Choose which contacts Aira adds to Salesforce.

Open field mapping

In Aira on desktop, click your name in the bottom left corner, open the Integrations tab, and on the Salesforce row click Manage. On the Salesforce page, choose Field mapping.

The Salesforce field mapping page in Aira settings. Company details and Financials list company fields, each with a target property, a write condition and an on off switch. Company name is locked to its standard property.

Set the company identifier

At the top, choose which Salesforce field holds each company's organisation number. This gives Aira a stable way to recognise a company beyond its domain.

The default is Organization number (Aira), a field Aira creates in Salesforce and keeps filled in. Nothing else writes to it. You can point this to an existing field instead if you already store organisation numbers in Salesforce.

Turn fields on or off

Below the identifier, the fields Aira can write are grouped into Company details, Financials, Web & social, and Address. Each row has a switch and a write condition. A counter at the top of each group shows how many fields are on.

Switch on any field you want Aira to keep filled in Salesforce, and switch off any it should leave alone.

Choose which Salesforce field to write into

Most fields have a target selector next to their switch. By default Aira writes into a property it manages for that field, shown as Default. Open the selector to point Aira at one of your existing Salesforce properties instead, or search the list to find one. You can also create a new custom field for Aira to write into, so its data stays separate from anything your team maintains.

Choose when Aira may write

Each field has a write condition. Set it per field to match how much you want Aira to manage.

  • If empty: Aira fills the field only when it is blank in Salesforce, so it never overwrites a value your team entered.

  • Always overwrite: Aira keeps the field at its own value.

  • Only when creating: Aira sets the field when the record is first written, and leaves it alone afterwards.

What's on by default

To start, Aira switches on a small set of core fields, each set to If empty: company name, phone, website, employees, description, industry, and the organisation number. Everything else, including financials, web and social, and address, is off until you turn it on.

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