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Importing Reference/ Lookup Field data from Salesforce to Reveal
Importing Reference/ Lookup Field data from Salesforce to Reveal

Reference/ Lookup field to Read only Custom field in Salesforce

Delphine Le Person avatar
Written by Delphine Le Person
Updated over a week ago

Have you imported a Custom field to Reveal and seeing Numbers/ID of the field instead of the actual data?

Why?

It might be because your Field is a VLOOKUP one, containing the ID instead of a text value.
Example: Account owner shows Shivam Singh Naruka on SFDC, but displays HJJGXJ23HG on Reveal.

How do we change that?

It is possible to solve this by pointing the field to the text instead of the ID, here is the how-to guide.

Steps

  1. Go to your Salesforce Setup > Object Manager > Account > Field and Relationship - Then click on "New"

  2. Select Formula ( A read-only field that derives its value from a formula expression you define. The formula field is updated when any of the source fields change. ) > Click next.
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  3. Write the appropriate name for the field that you would like to see. In the output type example we are using - "Customer Success Manager" > and select "Text" in "Formula return type" > click Next.
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  4. Click on insert field > Account > Account Owner > First Name "Click Insert" > add - & " " & - in the syntax again click on insert field > Account > Account Owner > Last Name "Click insert" > Next.

5. You will be guided to New custom fields, here you can pick the visibility of the field > Next > Add to Page Layouts > Select or de-select the Layouts where you want the field > Hit Save. โœ…

6. Once you save the field it shall be visible to you in your Reveal workspace > Sources > Salesforce Settings > Custom Fields - which you can import and use it as a regular field in Account Mapping.


Feel free to reach out to us via help@reveal.co if you have any further question.

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