You can map fields to control which fields in Google get synced to which fields in Salesforce, and vice versa.
Out of the box, you do not need to create mapping for the GoMeddo Date/Time fields, also the Reservation Type is based on the default type and the dimension fields will be automatically set based on the organizer and attendees of the event based on the sync connections present. You don’t have to sync the resource/staff name.
Formula fields are not supported, so you will always need to use Text or Boolean fields. This is due to a limitation that Formula fields can not be set when syncing form Outlook to GoMeddo.
Step-by-step guide
Follow these steps to set up a field mapping between Google and Salesforce.
Note: you first must configure your Google connection before you can set up your default mappings. See Setup Google Authentication for more information.
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Go to GoMeddo Settings and select the Google package. Ensure that you have successfully configured a Google connection and that you have saved an initial configuration under General Sync Settings.
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In the guided setup section, find the step called Default Field Mappings. Click the
Manage Field Mappingsbutton.
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On the following page, click the
Initial Field Mappingsbutton.-
This will trigger a custom metadata creation within your organisation. After this finished successfully, the UI will update with the default field mappings.
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For the API Field, enter a reference to the field in Google. For a list of which Google fields can be referenced, see: https://developers.google.com/calendar/v3/reference/events .
You can reference cross object fields from the Google response in the API Field with a dot notation, such as recipient.emailAddress
Make sure the data types match of both the Google and the Salesforce field.
If the event is marked as private in Google, the details of the reservation will still be synced to GoMeddo.