Default values

Fill empty Salesforce fields during sync.

Overview

Default values provide a fallback when a mapped Unify value is missing. Use them to populate required Salesforce fields or supply a consistent value for records created through Unify, such as a description of where they came from.

Defaults apply to mapped sync writes. They can populate a new record or fill an empty field on an existing record. Existing Salesforce values are preserved when a default is applied.

Set default values

You need permission to manage the Salesforce integration in Unify.

1. Open the object mapping

   Open Settings → Salesforce and select the connection. Under Field mappings, click Edit mapping for the object whose defaults you want to configure.

2. Add a default

   In Set default values, click Add value. Choose a Salesforce field and enter its default value. Use a value that matches the field’s type and allowed options.

   For example, set Account Description to “Prospected in Unify.” This supplies a description when neither the mapped Unify value nor the existing Salesforce record provides one.

3. Save the defaults

   Click Save. Subsequent mapped syncs use these defaults when a value is needed. Review a relevant write in Sync log to see the values sent to Salesforce.

How values are chosen

A mapped Unify value takes precedence over a default. If no mapped value is available, a default supplied by a play’s sync action takes precedence over the default configured in integration settings. Defaults fill empty destination fields; the mapping’s write behavior controls whether mapped values can replace existing values.

Updates requested in chat use the values you ask chat to write.

See Field mappings for write behaviors and the play action reference for action-specific values.

Troubleshooting

Why wasn't my default used?

Check whether Salesforce already had a value or the mapped Unify attribute supplied one. Also review any values configured on the play action that performed the sync. Open the write in Sync log to inspect the result.

Why can't I select a field or save its value?

The field must exist on the selected Salesforce object and support writing a default. Check the connected account’s permissions and the field’s type. For a dropdown, use an allowed option; for a number or date, use the matching value type.