Symptoms
- Invoca fields not populating on lead record despite correct field mapping in Invoca Admin
Applies To
- Salesforce Package (all versions)
- Field mapping configured
- Pre-Transfer webhook selected
Resolution
- Remove field mappings that are not available during the pre-transfer. These include:
- All Signals (Customer Boolean Name # / Customer Boolean Value #)
- Call Recording
- Call Recording Link
- Connect Duration
- Duration
- End of Call Reason
- Adwords Fields
- Adwords Campaign
- Adwords Campaign ID
- Adwords Keyword ID
- Adwords Ad
- Adwords Ad Group
- Adwords Ad Group ID
- Search Type
- Keywords
- Press Save.
Cause
- If Pre-Transfer option is selected, not all Invoca fields will be available for field mapping.
- Field Mapping only occurs one time and it's at the time the match is made. In this case, the match and mapping of fields occur when the pre-transfer webhook fires to Salesforce. Therefore, there are certain fields that will not available to be mapped because they aren't available until the end of the call.
Additional Information
Alternative Solution:
Customer could write their own logic to copy field from the call log to the lead but would need to incorporate the right logic and trigger to successfully do map field to object.
*If customer elects this route, this is outside Invoca's ability to support helping with the setup and any potential troubleshooting issues that may arise. Invoca should document customer setup in their Salesforce Configuration and Mapping Template in the customer folder.
