Salesforce sync field mapping documentation

I'm looking for comprehensive documentation on the FieldPulse-Salesforce integration field mappings, specifically:

  1. The canonical mapping of FieldPulse work order fields to Salesforce objects (Opportunity, Case, or custom object).
  2. Data type mappings and any transformation logic applied (e.g., timestamp formats, enum values).
  3. Bidirectional vs. unidirectional field synchronization — i.e., which fields are master in each system.
  4. Conflict resolution behavior when the same record is modified in both systems within the sync window.
  5. Failure modes and rollback semantics for partial sync failures.

The existing Connecting FieldPulse to Salesforce article covers initial setup but lacks the technical depth needed for implementation verification. I.e., I need to validate our data governance policies against the actual field-level mapping specification.

Is there an RFC or technical specification document available? Alternatively, can someone confirm whether the webhook payload structure at qa-063 reflects the field naming conventions used in the Salesforce mapping layer?

Parents
  • Not official docs, but here's what I've observed from packet capture:

    FieldPulse WorkOrder -> Salesforce Opportunity
    - work_order.id          -> Opportunity.FieldPulse_ID__c (external ID)
    - status                 -> Opportunity.StageName (mapped: 'Scheduled'->'Prospecting', 'In Progress'->'Qualification', 'Completed'->'Closed Won', 'Cancelled'->'Closed Lost')
    - customer.name          -> Opportunity.AccountId (lookup/upsert)
    - address.full           -> Opportunity.FieldPulse_Location__c
    - description            -> Opportunity.Description
    - scheduled_start        -> Opportunity.CloseDate (closest business day)
    - estimated_value        -> Opportunity.Amount

    Custom fields prefixed with cf_ in FP map to FieldPulse_cf_<field_name> in SF.

    Can you share what you see in your webhook payloads? Want to confirm if the field naming is consistent.

Reply
  • Not official docs, but here's what I've observed from packet capture:

    FieldPulse WorkOrder -> Salesforce Opportunity
    - work_order.id          -> Opportunity.FieldPulse_ID__c (external ID)
    - status                 -> Opportunity.StageName (mapped: 'Scheduled'->'Prospecting', 'In Progress'->'Qualification', 'Completed'->'Closed Won', 'Cancelled'->'Closed Lost')
    - customer.name          -> Opportunity.AccountId (lookup/upsert)
    - address.full           -> Opportunity.FieldPulse_Location__c
    - description            -> Opportunity.Description
    - scheduled_start        -> Opportunity.CloseDate (closest business day)
    - estimated_value        -> Opportunity.Amount

    Custom fields prefixed with cf_ in FP map to FieldPulse_cf_<field_name> in SF.

    Can you share what you see in your webhook payloads? Want to confirm if the field naming is consistent.

Children
No Data