Legacy version:
This feature is an older version of the Tackle for Salesforce integration (versions 1.49 and earlier) that will soon no longer be supported. If you have questions or want to upgrade to the latest version, contact [email protected].
If you have existing Account Industry values, Tackle needs to map an existing Account Industry field to new values. This can be done by creating a new formula field on the Opportunity object. This formula reads the value from the Account and returns the mapped value.
To do this, follow these steps:
Go to Setup > Object Manager.
Click Opportunity object, then click Fields & Relationships.
Click New.
Pick Formula option under Data Type, then click Next.
Set the Field Label and Field Name.
Pick Text under Formula Return Type, then click Next.
Using the template and examples below, write the formula in the input box:
Example
CASE(Account.Industry,
'Healthcare', 'Medical',
'Financial Services', 'Banking',
'Financial Services', 'Insurance',
'Software & Internet', 'Technology',
'Other')Template (you can copy and paste the template below which includes all the Tackle Industry picklist values available)
CASE(Account.Industry,
'', 'Aerospace',
'', 'Agriculture',
'', 'Automotive',
'', 'Computers & Electronics',
'', 'Consumer Goods',
'', 'Education',
'', 'Financial Services',
'', 'Gaming',
'', 'Government',
'', 'Healthcare',
'', 'Hospitality',
'', 'Life Sciences',
'', 'Manufacturing',
'', 'Marketing & Advertising',
'', 'Media & Entertainment',
'', 'Mining',
'', 'Non-Profit Organization',
'', 'Other',
'', 'Professional Services',
'', 'Real Estate & Construction',
'', 'Retail',
'', 'Software & Internet',
'', 'Telecommunications',
'', 'Transportation & Logistics',
'', 'Travel',
'', 'Wholesale & Distribution',
'', 'Energy - Oil & Gas',
'', 'Energy - Power & Utilities',
'else_value')
Click Next on the next two screens, then click Save on the final screen to create the new formula field.
Now you can find the new field on the Data Mapping section on Tackle Setup Assistant.
