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Field mapping with salesforce.com

How would I go about mapping a "reference to object" field in Clarizen with a "look-up field" in SFDC? The use case is this. In Calrizen we have a ref to object field referencing the user object named "Managing Director". In SFDC we have a field with the same name but it is a look-up field. Is t possible to push the name from Clarizen into SFDC?

Jeffrey Marchesiani Answered

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Hi Jeffrey,

This should be possible. Is the issue that you're not seeing the field "Managing Director' in the object field mapping in 'Clarizen Integration Setup'?

If yes, then you need to go to 'Settings' and click 'Refresh Metadata'.

If this is not the issue, please open a support case with us and we will investigate your instance specifically.

Vanessa Michau 0 votes