Custom Field Mapping Between Booking Forms and Salesforce
SchedulingKit maps any booking form field to any Salesforce standard or custom field on contacts, leads, or opportunities. Budget ranges, product interests, preferred languages, and intake questionnaire answers flow directly into the correct Salesforce fields without any middleware.
Cómo funciona
Configura field mapping con Salesforce en solo unos pasos.
Create intake form fields in SchedulingKit
Add custom questions to your booking form: dropdowns, text fields, checkboxes, or multi-selects.
Open the field mapping interface
SchedulingKit displays your Salesforce objects and fields alongside your booking form fields.
Map fields with drag-and-drop
Connect each booking field to its Salesforce counterpart. Map 'Budget Range' to a custom picklist, 'Company Size' to a number field.
Data syncs on every booking
When a client books, form responses populate the mapped Salesforce fields instantly.
Características principales
Por qué field mapping con Salesforce y SchedulingKit marca la diferencia.
Zero manual data transfer
Custom booking data lands in the right Salesforce field the moment the appointment is confirmed.
Supports all Salesforce field types
Text, number, picklist, multi-select, date, and checkbox fields are all supported for mapping.
Cross-object mapping
Map fields to contacts, leads, accounts, or opportunities depending on your data model.
Validation and error handling
SchedulingKit validates data types before syncing. If a booking response does not match the Salesforce field type, it flags the mismatch instead of silently failing.
Field Mapping en la Práctica
Un vistazo real a cómo funciona field mapping de Salesforce con SchedulingKit.
A commercial real estate brokerage uses a SchedulingKit booking form with 8 custom fields for property viewing appointments: property type (office, retail, industrial), square footage needed, lease term preference, budget range, move-in timeline, number of employees, parking requirements, and special accessibility needs.
Each field maps to a custom Salesforce field on the Opportunity object. When a prospect books a property viewing, SchedulingKit creates the Salesforce activity and populates all 8 custom fields. The broker walks into the viewing with a Salesforce mobile app showing the client's exact requirements — no pre-call needed.
The brokerage's marketing team uses the mapped "Property Type" and "Budget Range" fields to segment prospects in Salesforce. Prospects looking for office space above $50/sqft receive different listing alerts than those searching for industrial below $20/sqft.
Before field mapping, brokers spent an average of 12 minutes per prospect manually entering intake data into Salesforce. With 80 viewings per month, the brokerage recovered 16 hours monthly. Data accuracy also improved because picklist values from the booking form match Salesforce picklist options exactly, eliminating free-text inconsistencies.
Para Quién Es
Equipos e individuos que más se benefician de esta integración.
Preguntas frecuentes
Preguntas frecuentes sobre field mapping con Salesforce.
Can I map booking fields to custom Salesforce objects?
Yes. SchedulingKit supports mapping to standard objects (Contact, Lead, Opportunity) and custom objects in your Salesforce org.
How do I handle picklist values between the two systems?
SchedulingKit matches booking form dropdown options to Salesforce picklist values. You can map each option individually if the labels differ.
Does field mapping work with Salesforce validation rules?
Yes. SchedulingKit sends data through the standard Salesforce API, so all validation rules and required field checks apply. Errors are surfaced in the sync log.
Can I map one booking field to multiple Salesforce fields?
Yes. A single booking form response can populate fields on multiple objects — for example, mapping 'Company Name' to both the Contact and Opportunity records.
Empieza a Usar Salesforce + SchedulingKit
Configura field mapping en minutos. Sin tarjeta de crédito, sin configuración compleja.
Plan gratuito para siempre • Sin tarjeta de crédito