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Set preferred phone and e-mail on contact

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  • Set preferred phone and e-mail on contact

    In the Contacts & Accounts section of the C&P settings in Salesforce, I have phone number mapped to "mobile phone" and e-mail mapped to "personal e-mail." However, the preferred e-mail dropdown does not get set on the Contact. How can I map that dropdown so that the phone number and e-mail inserted get set as the preferred?

  • #2
    jon4321 ,

    We do not do any modification of the existing record except for the rules you create in Custom Mapping. I'd suggest creating a rule for SKU is ANY, and SKU is blank that sets the Preferred Email and Preferred Phone.

    Here's our article on Custom Mapping: Donor Management with Salesforce: C&P Settings - Custom Mapping

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    • #3
      Thank you, we will try this mapping out.