Mapping your Workspace, Core Table, and Fields to Salesforce (2025)

After authenticating your connection between Adestra and Salesforce, you will be taken to the Adestra Settings workflow.

In addition to mapping your data, you will need to sync your campaigns in Salesforce to complete the integration.

If you are returning to map your workspace, core table, and fields at a later time, you can get to the app configuration settings by:

  1. Logging in to Salesforce as an administrator.

  2. Locating the Adestra app (search for Adestra in the main menu).

  3. Going to Adestra Settings in the Adestra app.

Note: you may need to collaborate with the end user(s) of the app to complete this workflow.

Mapping workspace and core table

On the Step 1: App Configuration screen:

  1. Press the Browse button next to the Workspace field to open a list of available workspaces.

  2. Locate and select the radio button for the workspace to be linked with Salesforce.

    Tip: use the Load More button if your workspace is not displayed.

  3. Press the Select button to confirm your workspace.

  4. Press the Browse button next to the Core table field to open a list of available core tables.

  5. Locate and select the radio button for the core table to be linked with Salesforce.

    Tip: use the Load More button if your table is not displayed.

  6. Press the Select button to confirm your table.

  7. If you wish to enable a daily sync of your Adestra event data into your Salesforce account, check the “Enable daily sync of Adestra event data into Salesforce” checkbox.

    Tip: consider the storage space of your Salesforce account before enabling this feature.

    You can return to the Adestra Settings workflow at any time to toggle the daily sync on/off.

  8. Press the Next button to go to field mapping.

Mapping Fields

For all configurations, email is a mandatory field.

On the Step 2: Field Mapping screen:

  1. Verify that your email fields for Salesforce and Adestra are correctly mapped.

    Use the dropdown menus to make changes, if required.

  2. If you are performing a daily event data sync from Adestra, the Salesforce contactid field is required.

    Use the dropdown menus to map this field to the corresponding field in your Adestra core table.

  3. If you are sending lead profiles to Adestra, the Salesforce leadid field is also required.

    Use the dropdown menu to map this field to the corresponding field in your Adestra core table.

    Note: if you cannot locate a field to be mapped, ensure they exist in the selected core table within Adestra. If not, you will need to create them in Adestra.

  4. If you are not performing an event data sync or lead send, the associated fields will need to be removed from the mapping.

    Press the trashcan icon to remove a row from the mapping.

  5. If you wish to add additional rows, press the + New row button.

  6. Select the fields to map using the dropdown menus.

    Note: you cannot repurpose the default leadid or contactid fields if they are unused. They must be mapped accordingly or deleted.

  7. When you have mapped all the fields you wish to be mapped, press the Submit button.

If connection is successful, you will get a confirmation that your data is mapped.

If you encounter any error messages or issues, please contact your Customer Service Representative or adestra-support@uplandsoftware.com.

After mapping your data, you will need to sync your campaigns in Salesforce to complete the integration.