SmartyApp + Salesforce Integration Guide
Connecting SmartyApp to Salesforce allows your team to sync key data between the two systems, enabling faster workflows and reducing manual entry. Follow this guide to complete your integration.
Step 1: Review the Mapping File
We’ve included a sample mapping JSON file to help guide your integration. This file shows how SmartyApp fields map to Salesforce fields across the Account, Opportunity, and Lead objects.
Download the Sample Mapping File:
Each entry includes:
-
The SmartyApp property name (e.g., fein, annualRevenue, dateEstablished)
-
The corresponding Salesforce field name
-
Any options (for picklists) or constraints (e.g., max length)
Example:
{
"property": "fein",
"mapping": {
"fieldName": "Federal_Tax_ID__c",
"maxLength": 9 }
}
Step 2: Fill Out the Mapping Spreadsheet
Download the Mapping File:
Here’s a high-level overview of some commonly used fields in each object:
Lead
•fein → Fed_Tax_ID__c
•entityType → Type_of_Entity__c
•dateEstablished → Business_Start_Date_Current_Ownership__c
Opportunity
•ssn → SSN__c
•amountRequested → Amount_Requested__c
Account
•fein → Federal_Tax_ID__c
•averageBankBalance → Average_Bank_Balance__c
Next Steps
Once we receive your completed mapping spreadsheet, we’ll configure the integration on our end and schedule a test sync to ensure data flows correctly between SmartyApp and Salesforce.