Guide · 5 min read
Mapping AI call data to Salesforce without making a mess
Pick the right fields, avoid overwriting good data and monitor sync health.
Start with decisions
Only map fields someone will act on—timeline, need, next step. Everything else can stay in the call summary.
Use writable fields
Revenue Relay checks which Lead fields are updateable before writing; plan mappings around your org's permissions.
Watch the sync status
Review failed syncs on the call record and retry once the cause is fixed.