Spinify supports a wide range of objects and fields from Salesforce.

Modifying the Objects and Fields

You may change the Salesforce object or field that points to Spinify.  For instance if you have custom amount field on opportunities that you want to track for your deals, such as "amount without tax" you can modify the Salesforce that links to the Spinify Deal Amount field.  Or if you use a custom object for your deals, you can change that as well. See our Customizing Salesforce Fields article for assistance in changing this.

Custom Fields

If you do not see the field you need to sync, you can create a custom field and sync that.  Spinify supports adding any type of field from your Salesforce account.

Filtering Records

If you want to restrict records from syncing, such as a specific record type, you can setup filtering so that only some records will sync to the Spinify object.  You will see this used for Calls, Emails, and Meetings, which are linked to the Task object, but with a specific Subtype set.

Default Supported Objects

Account

  • Account Name*
  • Owner*
  • Industry
  • Account Type
  • Last Modified Date*
  • Created Date*

Call

Calls are connected to the Task object where the "Task Subtype" field equals "Call". 

  • Subject*
  • Assigned to / Owner*
  • Due Date*
  • Status*
  • Related To*
  • SubType*
  • Closed
  • RecordType
  • Last Modified Date*

Case

  • Case Number
  • Case Origin
  • Owner*
  • Case Reason
  • Escalated
  • Closed*
  • Priority
  • Status
  • Subject
  • Case Type
  • Last Modified Date*
  • Closed Date
  • Created Date

Not mapped by default

  • Company
  • Email Address
  • Phone
  • Name

Opportunity / Deal

  • Name*
  • Close Date*
  • Amount*
  • Closed*
  • Won*
  • Stage*
  • Opportunity Type*
  • Owner*
  • Probability
  • Forecast Category
  • Next Step
  • Expected Amount
  • Lead Source
  • Last Modified Date*
  • Created Date*

For each Deal/Opportunity Spinify also connects the line items/products associated with the Opportunity.

  • Product Name
  • Product Code
  • Sales Price
  • Quantity
  • Total Price
  • Active
  • Product Family
  • List Price
  • Last Modified Date

Email

Emails are connected to the Task object where the "Task Subtype" field equals "Email". 

  • Subject*
  • Assigned to / Owner*
  • Due Date*
  • Status*
  • Related To*
  • SubType*
  • Closed
  • Last Modified Date*

Lead

  • Full Name*
  • Status*
  • Owner*
  • Converted*
  • Record Type
  • Converted Date
  • Last Modified Date*
  • Created Date*

Meeting

Meetings are connected to the Task object where the "Task Subtype" field equals "Meeting". 

  • Subject*
  • Assigned to / Owner*
  • Due Date*
  • Status*
  • Related To*
  • SubType*
  • Closed
  • Record Type
  • Last Modified Date*

Trailing Revenue

Trailing Revenue does not have any default setup.  You can use this Spinify object to link a Salesforce object that tracks trailing revenue earned from a customer.  Simply follow the Customizing Salesforce Fields article for details on how to choose an object and set the required fields.

*All fields with a star are required fields, other fields are not necessary to sync.

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