The following tables give an overview of some field mapping scenarios and example formulas. Know your CRM field data and what values are passed over to Acoustic Campaign through the Dynamics CRM APIs. Often times formula is needed to translate to something useful for Marketing when the update to Acoustic Campaign occurs.
Use Preview in the Scribe Online Mapping interface to check what is being retrieved from Acoustic Campaign and your formula results.
Note: The following examples are for the mappings where Dynamics CRM is the Source and Acoustic Campaign is the Target.
| Acoustic Campaign Field type (UI) | CRM Data Example | CRM Field Type (UI) | Formula Example |
|
Text |
This is Text. | Single Line of Text | None Needed. |
| Yes/No | Yes or No | Two Option |
IF(lead.new_newsletter = true,"Yes","No") |
| Number | 345.679 | Decimal (3 decimals) | None Needed. The Dynamics API's sends the value of 345.6790000000 to Acoustic Campaign. |
| Money | 123.46 | Currency | None Needed. The Dynamics API's sends the value of 123.4600 to Acoustic Campaign. |
| Selection (Choose One) | Red or Blue | Two Option |
IF(lead.new_twooptions = true,"Blue","Red") What is true and what is false for your field? |
| Selection (Multiple) | Red, Blue, Green, and so on. |
MultiSelect Option Set |
REPLACE(REPLACEREGEX(lead.new_favoritecolor_displayname, char(34), ""), ",", ";")
Avoid using commas and semicolons in multi-select field values in either CRM or Acoustic Campaign. Be sure that the selected values match between CRM and Acoustic Campaign. Failure to do so may result in sync errors or corrupted data. |
| Number | 123.68 | Floating Point Number, 2 decimals. | None Needed. |
| Number | 12 | Whole Number | None Needed. |
| Date | 03/30/1987 | Date Only | IF (ISNULLOREMPTY(lead.new_dateandtimedateonly), null, LEFT(lead.new_dateandtimedateonly , FIND(lead.new_dateandtimedateonly , " "))) |
| Text | This is some more text. | Multiple Lines of Text |
IF(LEN( Leads.lotsoftext) > 4000, LEFT( Leads.lotsoftext, 4000), Leads.lotsoftext) *Acoustic Campaign text field has a max of 4000 characters. The formula truncates the excess. |
| Selection (Choose One) | Marketing | Option Set | None Needed. Map the 'display name' instead of the Integer32 code. |
| Tex/Selection (Choose One) | Acoustic Campaign | Lookup |
None Needed. Map the name instead of the GUID. For example, map the CRM field lead.new_lookupname instead of lead.new_lookup. |