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?

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  • yeah this one tripped me up too when I first looked at it — the official docs are... let's say optimistically scoped

    what carlos posted matches what I've seen, but there's a gotcha with datetime fields. FieldPulse sends ISO 8601 with timezone (e.g., 2025-11-28T09:30:00-05:00) but the Salesforce API expects either UTC or the user's configured timezone depending on how you auth. if you're using a connected app with a service user, check that user's timezone setting because it'll eat the time portion silently and you'll wonder why everything's showing up at midnight

    also worth noting: the sync is effectively push-from-FP, pull-to-SF for standard fields. bidirectional on custom fields only works if you enable the "allow Salesforce to update FieldPulse" toggle in settings, which last I checked was labeled "Enable Reverse Sync" — but that's a UI label, not the actual config key, so your API calls to verify might not match

    if you want the actual mapping spec, I'd open a ticket and ask for the integration's OpenAPI schema. they don't publish it but support can generate a signed URL that's valid for 72 hours. learned that the hard way

  • Thank you — the datetime handling nuance is exactly the type of edge case I needed to identify. I have confirmed that our service user is configured for America/New_York, which aligns with FieldPulse's default behavior per ts-017.

    Regarding the "Enable Reverse Sync" toggle: is this exposed via the FieldPulse configuration API at /integrations/, or only through the web UI? I would prefer to manage this infrastructure-as-code rather than manual configuration.

  • unfortunately not exposed in the public API that I can find — I checked GET /integrations/ and GET /integrations/{id}/config and the reverse sync flag isn't in either response. might be under a different endpoint or just not documented yet

    what I ended up doing was using playwright to automate the UI toggle as part of our IaC pipeline. not proud of it but it works. if you find a cleaner route lmk

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