If you want to push more prospect data into Salesforce beyond the default fields, the first step is to create custom fields.
Custom fields ensure every data point from Interceptly lands exactly where it should inside your Salesforce Contact records.
Prospect Fields You Can Map to Salesforce
You can map the following Interceptly fields to custom fields in Salesforce:
Job title
Work email
Enriched email
Enriched phone
Social profile URL
Labels (general and AI labels)
Company name
Prospect status
Campaign name
Campaign ID
More custom field types will be added soon.
How to Create Custom Fields in Salesforce
Follow these steps inside your Salesforce workspace:
Select the Settings (gear) icon in the top right corner.
Select Setup.
In the left sidebar, scroll down to Objects and Fields, expand the section, then select Object Manager.
In the list of objects, find Contact and select it.
In the left sidebar of the Contact view, select Fields & Relationships.
Select New to create a new custom field.
Choose Text as the field type, then select Next.
For each custom field, you will now complete a short setup form. Here is an example of how the Work Email field should be configured:
You can create as many custom fields as you need by repeating the same steps for each one. Use the table below as your reference for naming and configuration.
🚨 Important: When creating each custom field, please make sure the Field Name matches the reference table exactly.
The Field Name must match exactly for Salesforce to map Interceptly data to the correct fields.
After entering the details for each custom field, select Next twice, then select Save to confirm and create the field.
After entering the info for each field, select Next twice, then Save to finish.
FAQs
Q: Do the Field Names need to match exactly?
A: Yes. If the Field Name doesn't match the reference table precisely, Interceptly won't map the data to the correct Salesforce field. Copy them directly from the table rather than typing manually.
Q: What field type should I use for all custom fields?
A: Text, with a length of 255. This applies to every field in the reference table.
Q: Can I add only some of the custom fields instead of all of them?
A: Yes. You only need to create the fields for the data points you actually want to sync. You don't have to set up all 10.
🚀 Success! If you have questions or encounter issues at any stage, our Customer Support team is available via the in-app chat and can help you complete your setup.