Skip to main content

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 only writes company data, and only the fields you switch on.

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 Field mapping.

The Salesforce field mapping page in Aira settings. Each field has a target property selector, an If empty write condition and an on/off toggle, with the selector open on Industry code showing Default and existing Salesforce properties.

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. If empty means Aira only fills the field when it's blank in Salesforce, so it never overwrites a value your team entered. Set the condition per field to match how much you want Aira to manage.

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.

Did this answer your question?