SFDC Fields & Default Mappings – Champify

When Champify detects job changes for your tracked contacts, it will surface these job changes in your Salesforce using standard objects. Champify will either update existing records or create new ones. You can configure what object types Champify should interact with on the setup screen (more details here). Champify will update standard fields as well as custom fields added by the Salesforce Package.

You can find a complete list of fields that Champify will update and create below.

Object	Custom Fields
Contact	15 (2 are lookups)
Lead	19 (2 are lookups, 2 are formula fields)
Account	6 (2 are formula fields)
Opportunity	2
Activity / Event	2
Event Relation	0
Opportunity Contact Role	1

People

Standard Fields

Description	Contact Field Name	Lead Field Name
Person’s name	Name (First Name, Last Name)	Name (First Name, Last Name)
New job title	Title	Title
New email address	Email	Email
Mobile Phone	Mobile	Mobile
Address	Mailing Address	n/a (We default to the company address on leads, but you can change the mapping with Field mapping)
Lead Source (Instructions on how to create the Champify Lead Source picklist value here.)	Lead Source	Lead Source
Lead Status (Instructions on how to configure default Lead Status here.)	n/a	Lead Status

Custom Fields

Contacts & Leads

Field Label	Description	Field Name & Data Type
Champify LinkedIn URL	Public LinkedIn profile URL – also a unique ID that is used to map a single person across multiple companies in your CRM. **please note that while this field comes with our package, most Champify customers set up a custom mapping to their existing LinkedIn URL fields.	`ChampifyIo__LinkedIn_URL__c` for Contact URL(255) `ChampifyIo__CompanyLinkedInURL__c` for Lead URL(255)
Champify Job Started Date	Date they started at company	`ChampifyIo__Champify_Job_Started_Date__c` Date
Champify Job Change Surfaced At	Date we surfaced the job change	`ChampifyIo__Job_Change_Detected_Date__c` Date
Is a Champify	Indicates current employment for a job change contact/lead	`ChampifyIo__Is_a_Champify__c` Checkbox
Champify No Longer at Company	Indicates if a contact is no longer employed at the company	`ChampifyIo__No_longer_at_company__c` Checkbox
Champify Previous Relationship	Indicates the person’s past relationship with your business as labeled in the Contact Reports section of the setup screen	`ChampifyIo__Champify_Persona__c` for Contacts Text(255) `ChampifyIo__Previous_Relationship__c` for Leads Text(255)
Champify Get Intro From	Indicates the name of the (still active) Salesforce user that met with the customer the most number of times in their past roles. Minimum 2 meetings with the same person. This is used to facilitate introductions or name drop personal connections – both increase response rates significantly. More on this feature here.	`ChampifyIo__GetIntroFrom__c` Text(255)
Champify Past Account	Lookup references to the account for the person’s past relationship	`ChampifyIo__Past_Account__c` Lookup(Account)
Champify Past Contact	Lookup references to the contact for the person’s past relationship	`ChampifyIo__Past_Contact__c` Lookup(Contact)
Champify Sync ID	Unique ID we apply to the primary record being tracked by Champify. When there is a job change, we remove this ID from the outdated record and add it to the up to date record.	`ChampifyIo__Champify_Sync_Id__c` Text(100)
Champify Employee ID	Unique ID we apply to the primary record being tracked by Champify.	`ChampifyIo__EmployeeId__c` Text(26)
Created by Champify	If a record was net-new created by Champify	`ChampifyIo__IsCreatedByChampify__c` Checkbox
Champify Priority	Indicates the priority assigned to a champify based on the priority reports	`ChampifyIo__ChampifyScore__c` Number(4, 0)
Champify Engaged	Indicates if a champify has any logged activity. Will be set to true if the lead or contact both `Is a Champify` = `True` AND `Last Activity Date` ≥ `Champify Job Started Date`	`Champify_Engaged__c` Checkbox

Contacts only

Field Label	Description	Field Name & Data Type
Sync with Champify	Boolean we mark on the contacts on the tracked reports – so we don’t double-add contacts and so we can update relationships if someone becomes a customer again	`ChampifyIo__Sync_with_Champify__c` Checkbox

Company

Standard Fields

Description	Lead Field Label	Account Field Label
Company name	Company	Name
Company website	Website	Website
Company address	Address	Billing / Shipping Address
Number of employees	Employees	Employees
Industry	Industry	Industry

Custom Fields

Accounts & Leads

Field Label	Description	Field Name & Data Type
Number of Champify	Number of `Is a Champify` = `True` contacts currently linked to each account	`ChampifyIo__Number_of_Champify__c` Number(4, 0)
Champify Clean Account Name	This value factors into Champify’s native deduping, false positive prevention, contact matching & account matching. *Account matching only applicable if you are using the “contact” creation option instead of lead creation.	`ChampifyIo__cleanName__c` Formula (Text)
Champify Clean Website	This value factors into Champify’s native deduping, false positive prevention, contact matching & account matching. *Account matching only applicable if you are using the “contact” creation option instead of lead creation.	`ChampifyIo__CleanWebsite__c` Formula (Text)
Created by Champify	If a record was net-new created by Champify	`ChampifyIo__Is_Champify__c` Checkbox

Accounts only

Field Label	Description	Field Name & Data Type
Champify LinkedIn URL	Company LinkedIn URL **please note that while this field comes with our package, most Champify customers set up a custom mapping to their existing LinkedIn URL fields.	`ChampifyIo__LinkedIn_URL__c` URL(255)
Number of Champify	Number of `Is a Champify` = `True` contacts currently linked to each account	`ChampifyIo__Number_of_Champify__c` Number(4, 0)

Opportunity

Custom Fields

Field Label	Description	Field Name & Data Type
Champify Opportunity	If a Champify-created (not pre-existing) contact/lead solely sourced or became a key stakeholder of a new business or expansion opportunity.	`ChampifyIo__IsChampifyOpportunity__c` Checkbox
Champify Attribution Reason	Indicates why an opportunity where `Champify Opportunity` = `True` was attributed to Champify	`ChampifyIo__ChampifyAttributionReason__c` Text(255)

Activity

Standard Fields

Field Label	Description	Field Name
Subject	Activity subject	`Subject` Picklist
Start	Start time for activity	`StartDateTime` Date/Time
End	End time for activity	`EndDateTime` Date/Time
Assigned To	Only set if an attendee is an active Salesforce user	`OwnerId` Lookup(User,Calendar)
Type	Will set to “Meeting” if it exists in the available picklist values	`Type` Picklist

Custom Fields

Field Label	Description	Field Name & Data Type
Champify Event ID	Champify event identifier	`ChampifyIo__ChampifyEventId__c` Text(255)
Created by Champify	If a record was net-new created by Champify	`ChampifyIo__IsCreatedByChampify__c` Checkbox

EventRelation

Standard Fields

Field Label	Description	Field Name
Event	Event ID	`EventId`
Relation	Contact, Lead, or User ID	`RelationId`
Is Parent?	Only set when Shared Activities are enabled.	`IsParent`
Is Invitee?	Only set when Shared Activities are enabled.	`IsInvitee`
Status	Set to “Declined” or “Accepted”	`Status`

Opportunity Contact Role

Standard Fields

Field Label	Description	Field Name
Opportunity	Opportunity ID	`OpportunityId` Lookup(Opportunity)
Contact	Contact ID	`ContactId` Lookup(Contact)

Custom Fields

Field Label	Description	Field Name & Data Type
Created By Champify Reason	This is always set to "Event Attendance”	`ChampifyIo__CreatedByChampifyReason__c` Text(255)