Mews for Salesforce field mapping allows Salesforce administrators to align and synchronize data between Mews and Salesforce. This process is essential to ensure that the data from Mews correctly integrates into your Salesforce system, enabling accurate data tracking and reporting. Before enabling data synchronization, Salesforce administrators must verify and adjust these mappings to match their specific organizational needs.
In this article you can learn about:
Field mappings
The app has a set of default field mappings to help you get the integration set up quickly. Before enabling the data synchronization, the Salesforce admin in charge of setting up the Mews for Salesforce app should check whether the field mapping is correct and appropriate for their use case and modify it if necessary.
The system stores all mappings in the Field Mapping object, accessible through the Field Mapping tab.
Default mapping of fields
To help you with this important task, Mews has created a list view for each supported object. You should not skip this review, as these mappings dictate the location of the data the system saves in your Salesforce Org.
Below, you can find the default Field Mappings per object:
Enterprises → Enterprises
Mews payload documentations for Enterprises:
- Mews On Read: configuration/get
- Mews On Create: Not applicable.
- Mews On Update: Not applicable.
Companies → Accounts
Mews payload documentations for Companies:
- Mews On Read: companies/getAll
- Mews On Create: companies/add
- Mews On Update: accounts/update
Customers → Contacts
Mews payload documentations for Customers:
- Mews On Read: customers/getAll
- Mews On Create: customers/add
- Mews On Update: accounts/update
Addresses → Mews Addresses
Mews payload documentations for Addresses:
- Mews On Read: addresses/getAll
- Mews On Create: addresses/add
- Mews On Update: addresses/update
Reservations → Opportunities
Mews payload documentations for Reservations:
- Mews On Read: reservations/getAll
- Mews On Create: Contact your Mews customer success representative if this functionality would be beneficial to you.
- Mews On Update: Contact your Mews customer success representative if this functionality would be beneficial to you.
Note: Mews documentation can refer to Reservations as Service Orders or Orders.
Companionships → Reservation Contacts
Mews payload documentations for Companionship:
- Mews On Read: companionships/getAll
- Mews On Create: Contact your Mews customer success representative if this functionality would be beneficial to you.
- Mews On Update: Contact your Mews customer success representative if this functionality would be beneficial to you.
Order Items → Accounting Items
Mews payload documentations for Order Items:
- Mews On Read: orderitems/getAll
- Mews On Create: Contact your Mews customer success representative if this functionality would be beneficial to you.
- Mews On Update: Contact your Mews customer success representative if this functionality would be beneficial to you.
Accounting Categories → Accounting Categories
Mews payload documentations for Accounting Categories:
- Mews On Read: accountingCategories/getAll
- Mews On Create: Contact your Mews customer success representative if this functionality would be beneficial to you.
- Mews On Update: Contact your Mews customer success representative if this functionality would be beneficial to you.
How to customize mapping for specific fields
You can change the mapping from one field to another or you can create a new field and map to a Mews API value. You can achieve this by opening and editing the relevant record. The following list outlines the different fields you can work with:
- Object Type: This picklist value indicates the Salesforce object you work with. The following table outlines the object mappings included in the app:
| Mews Entity Name | Salesforce Entity Label | Salesforce Entity API Name |
| Enterprise | Enterprise | mews__Enterprise__c |
| Company | Account | Account |
| Customer | Contact | Contact |
| Address | Address | mews__Address__c |
| Reservation | Opportunity | Opportunity |
| Companionship | Reservation Contact | mews__ReservationContact__c |
| Order Item | Accounting Item | mews__AccountingItem__c |
| Accounting Category | Accounting Category | mews__AccountingCategory__c |
You can learn more about Mews terminology and entities on the Mews Glossary page here.
How to create new fields
You can create new fields and map them to Mews API values. To create new fields:
- Go to Setup.
- Click Object Manager.
- Click to select an object, then click Fields & Relationships.
- Click New to create a new field under the object.
- Now you need to map it to a Mews API value.
- Go to the Field Mappings tab.
- Click New.
- Complete the following information in the edit form:
- Salesforce Field API Name: Match this field value to the API name of the field used on your Salesforce Org.
- Mews On Read Field: Match this field value to the property listed on the Mews side on the getAll endpoints. You can view the Mews API documentation here. Sync direction is from Mews to Salesforce.
- Mews On Create Field: Match this field value to the property listed on the Mews side on the add endpoints. You can view the Mews API documentation here. Sync direction is from Salesforce to Mews.
- Mews On Update Field: Match this field value to the property listed on the Mews side on the update endpoints. You can view the Mews API documentation here. Sync direction is from Salesforce to Mews.
How to update mapping fields
To update mapping fields:
- Go to the Field Mappings tab.
- Click to select an object where you would like to update the field mapping.
- Click on the name in the first column.
- Complete the following information in the edit form:
- Salesforce Field API Name: Match this field value to the API name of the field used on your Salesforce Org.
- Mews On Read Field: Match this field value to the property listed on the Mews side on the getAll endpoints. You can view the Mews API documentation here. Sync direction is from Mews to Salesforce.
- Mews On Create Field: Match this field value to the property listed on the Mews side on the add endpoints. You can view the Mews API documentation here. Sync direction is from Salesforce to Mews.
- Mews On Update Field: Match this field value to the property listed on the Mews side on the update endpoints. You can view the Mews API documentation here. Sync direction is from Salesforce to Mews.
Note: Ensure you keep your Salesforce Org clean. If there is no need to sync over a data point, you can delete existing mappings.
Troubleshooting tips and considerations
- It is important to remember that each system has different field limitations. Salesforce commonly maxes its standard fields at 40-80 characters. In contrast, Mews' fields support more characters for the same property. Some fields lead to syncing errors due to the STRING_TOO_LONG exception and require you to update your data in Mews to resolve the issue. You can keep track of such errors through the Logs tab.
- When extending the usage of fields supported by the update endpoint, follow the provided pattern, which uses the Value property as it exists in Mews API documentation.
You can now align and customize field mappings between Mews and Salesforce to ensure accurate data synchronization and reporting.
You can learn more about all operations supported by the Mews API here.