Radius-Salesforce Field Mapping and Matching Reference
Since Radius maps to most standard fields in Salesforce by default, our basic integration is easy.
If you're using Data Append to capture firmographic, technographic, or contact information not standard in Salesforce, you'll need to create custom fields in Salesforce to receive values. Once you're finished adding custom fields in Salesforce, you'll need to set field level permissions to let your team read, write, or edit them. It's also essential to grant Read access for a set of fields on each object so that Radius can match your records.
Here's a list of the Radius fields that correspond to fields on your Salesforce CRM objects. Radius fields that require custom fields in Salesforce are also identified here, along with custom field guidelines.
Lead Field Mapping
Need help with Salesforce? Here's Salesforce help for standard Lead Fields and how to create custom fields. Plus, learn considerations and limits for each custom field type. (Salesforce documentation) |
Radius Field |
Description |
Maps to Standard Salesforce Field |
Salesforce Field |
Read Access Required for Matching |
Recommended Salesforce Custom Field Type |
---|---|---|---|---|---|
Accepts Credit Cards |
A field that returns true or false. True if the business accepts credit cards. |
Create a custom field. |
|
Text, Text Area (Rich), |
|
Accepts Insurance |
A field that returns true or false. True if the business accepts insurance. |
Create a custom field. |
|
Text, Text Area (Rich) |
|
Advertises Online |
A field that returns true or false. True if they use advertising technology. |
Create a custom field. |
|
Text, Text Area (Rich) |
|
Advertising Technology |
A list of advertising technology that a business uses. For example, Appnexus or Google Adsense.
|
Create a custom field. |
|
Text, Text Area (Rich) |
|
Annual Revenue |
The range of the Annual Revenue for the business. |
|
Create a custom field using a supported field type. Radius Annual Revenue field values are strings, and the standard Salesforce field, Annual Revenue, accept only numeric values. |
✔ |
Text, Text Area (Rich) |
Business City |
City of the lead’s address. For example, San Francisco. |
✔ |
City |
✔ |
Text, Text Area (Rich) |
Business Name |
Name of business the lead is affiliated with. |
✔ |
Company |
✔ |
Text, Text Area (Rich) |
Business Postal Code |
ZIP or postal code of the lead’s address. |
✔ |
ZIP |
✔ |
Text, Text Area (Rich) |
Business State |
State or province of the lead's address. |
✔ |
State/Province |
✔ |
Text, Text Area (Rich) |
Business Street |
Street address for the lead. For example, 255 Bush Street. |
✔ |
Address |
✔ |
Text, Text Area (Rich) |
Chain Type |
If the business is a chain, we'll provide the type of chain. For example, National or Local. |
Create a custom field. |
|
Text, Text Area (Rich) |
|
Contact's First Name |
First name of the lead. |
✔ |
First Name |
✔ |
Text, Text Area (Rich) |
Contact's Job Title |
Position of lead within his or her company. |
✔ |
Title |
✔ |
Text, Text Area (Rich) |
Contact's Last Name |
Last name of the lead. |
✔ |
Last Name |
✔ |
Text, Text Area (Rich) |
Converted |
✔ |
||||
E-Commerce Technology |
A list of the e-commerce technology that a business will use. |
Create a custom field. |
|
Text, Text Area (Rich) |
|
|
Lead's email address in valid email address format: jsmith@acme.com. |
✔ |
|
✔ |
|
|
The URL of the Facebook page of the business. |
Create a custom field. |
|
URL, Text, Text Area (Rich) |
|
Fax Number |
Lead’s fax number. |
✔ |
Fax |
|
Text, Text Area (Rich) |
Google Places |
The URL of the Google Places page of the business. |
Create a custom field. |
|
URL, Text, Text Area (Rich) |
|
Hours of Operation |
The hours of operation of the business. |
Create a custom field. |
|
Text, Text Area (Rich) |
|
Is Headquarters |
A field that returns true or false. True if the business is the headquarters. |
Create a custom field. |
|
Text, Text Area (Rich) |
|
Is Small Office / Home Office |
A field that returns true or false. True if the business is a small office or home office. |
Create a custom field. |
|
Text, Text Area (Rich) |
|
LinkedIn Company URL |
The URL of the LinkedIn Company page of the business.
|
Create a custom field. |
URL, Text, Text Area (Rich) |
||
NAICS Code |
The six-digit North American Industry Classification System (NAICS) code. This is the standard used to classify business establishments into 20 industries. |
Create a custom field. |
Number, Text, Text Area (Rich) |
||
NAICS Description |
A brief description of an organization’s line of business, based on its NAICS code. |
Create a custom field. |
|
Text, Text Area (Rich) |
|
Number of Employees |
Number of employees at the business. |
Create a custom field using a supported field type. Radius Number of Employees field values are strings, and the standard Salesforce field, Employees, accepts only numeric values. |
✔ |
Text, Text Area (Rich) |
|
Number of Locations (Chain Count) |
If the business is a chain, then this number returns number of locations exist in the U.S. |
Create a custom field. |
|
Number, Text, Text Area (Rich) |
|
Online Storefront |
Returns true if the business has an online storefront. |
Create a custom field. |
|
Text, Text Area (Rich) |
|
Phone Number |
Lead’s primary phone number. |
✔ |
Phone |
✔ |
Phone |
Price Range |
The price range of the business if it offers a service to consumers (i.e. restaurant, auto repair shop). This is out of 5. |
Create a custom field. |
|
Text, Text Area (Rich) |
|
Radius Grade |
Adds a letter value for business grade. For example, A, B, C, and D. |
Create a custom field. |
✔ |
Text, Text Area (Rich) |
|
Radius Rating |
Our proprietary rating system that rates the health of a business from A to F. An A rating is the highest. |
Create a custom field. |
Text, Text Area (Rich) |
||
Radius Score |
Adds a number value for the business score. For example, a number from 1 to 100. |
Create a custom field. |
✔ |
Number |
|
SIC Code |
Standard Industrial Classification code of the account’s main business categorization. Up to 10 characters are allowed in this field. |
Create a custom field. |
Number, Text, Text Area (Rich) |
||
SIC Description |
A brief description of an organization’s line of business, based on its SIC code. |
Create a custom field. |
|
Text, Text Area (Rich) |
|
Status |
✔ |
||||
Territory |
If you maintain territories in Radius, we'll a send the name of the territory. |
Create a custom field. |
|
Text, Text Area (Rich) |
|
Time in Business |
How long a business has been in operation by less than a year, more than 10 years, or year ranges in between. |
Create a custom field. |
Text, Text Area (Rich) |
||
|
Name of the Twitter account associated to the business. |
Create a custom field. |
URL, Text, Text Area (Rich) |
||
Vertical |
If you maintain verticals in Radius, we'll a send the name of the vertical. |
Create a custom field. |
Text, Text Area (Rich) |
||
Web Analytics |
A list of web analytics that the business uses. |
Create a custom field. |
Text, Text Area (Rich) |
||
Web SEO |
A list of SEO technologies that the business uses. |
Create a custom field. |
Text, Text Area (Rich) |
||
Website |
URL of the business website. For example, www.radius.com. |
✔ |
Website |
✔ |
URL |
Yelp |
The Yelp URL of the business. |
Create a custom field. |
URL, Text, Text Area (Rich) |
Account Field Mapping
Need help with Salesforce? Here's the Salesforce help for standard Account Fields and how to create custom fields. Plus learn considerations and limits for each custom field type. (Salesforce documentation) |
Radius Field |
Description |
Maps to Standard Salesforce Field |
Salesforce Field |
Read Access Required for Matching |
Recommended Salesforce Custom Field Type |
---|---|---|---|---|---|
Accepts Credit Cards |
A field that returns true or false. True if the business accepts credit cards. |
Create a custom field. |
Text, Text Area (Rich) |
||
Accepts Insurance |
A field that returns true or false. True if the business accepts insurance. |
Create a custom field. |
Text, Text Area (Rich) |
||
Advertises Online |
A field that returns true or false. True if they use advertising technology. |
Create a custom field. |
Text, Text Area (Rich) |
||
Advertising Technology |
A list of advertising technology that a business uses. For example, Appnexus or Google Adsense. |
Create a custom field. |
|
Text, Text Area (Rich) |
|
Annual Revenue |
The range of the Annual Revenue for the business. |
|
Create a custom field called "Radius Annual Revenue" using a supported field type. Radius Annual Revenue field values are strings, and the standard Salesforce field, Annual Revenue, accept only numeric values. |
✔ |
Text, Text Area (Rich) |
Business City |
City of the account’s address. For example, San Francisco. |
✔ |
Billing City |
✔ |
Text, Text Area (Rich) |
Business Name |
Name of business. |
✔ |
Account Name |
✔ |
Text, Text Area (Rich) |
Business Postal Code |
ZIP or postal code of the account’s address. |
✔ |
Billing ZIP/Postal Code |
✔ |
Text, Text Area (Rich) |
Business State |
State or province of the account's address. |
✔ |
Billing State/Province |
✔ |
Text, Text Area (Rich) |
Business Street |
Street address for the account. For example, 255 Bush Street. |
✔ |
Billing Street |
✔ |
Text, Text Area (Rich) |
Chain Type |
If the business is a chain, we'll provide the type of chain. For example, National or Local. |
Create a custom field. |
Text, Text Area (Rich) |
||
E-Commerce Technology |
A list of the e-commerce technology that a business uses. |
Create a custom field. |
Text, Text Area (Rich) |
||
|
The URL of the Facebook page of the business. |
Create a custom field. |
URL, Text, Text Area (Rich) |
||
Fax Number |
Account’s fax number. |
✔ |
Fax |
Text, Text Area (Rich) |
|
Google Places |
The URL of the Google Places page of the business. |
Create a custom field. |
URL, Text, Text Area (Rich) |
||
Hours of Operation |
The hours of operation of the business. |
Create a custom field. |
Text, Text Area (Rich) |
||
Is Headquarters |
A field that returns true or false. True if the business is the headquarters. |
Create a custom field. |
Text, Text Area (Rich) |
||
Is Small Office / Home Office |
A field that returns true or false. True if the business is a small office or home office. |
Create a custom field. |
Text, Text Area (Rich) |
||
LinkedIn Company URL |
The URL of the LinkedIn Company page of the business.
|
Create a custom field. |
URL, Text, Text Area (Rich) |
||
NAICS Code |
The six-digit North American Industry Classification System (NAICS) code. This is the standard used to classify business establishments into 20 industries. |
✔ |
NAICS Code |
Number, Text, Text Area (Rich) |
|
NAICS Description |
A brief description of an organization’s line of business, based on its NAICS code. |
✔ |
NAICS Description |
Text, Text Area (Rich) |
|
Number of Employees |
The range of Number of Employees for the business. |
|
Create a custom field called "Radius Number of Employees" using a supported field type. Radius Number of Employees field values are strings, and the standard Salesforce field, Employees, accepts only numeric values. |
✔ |
Text, Text Area (Rich) |
Number of Locations (Chain Count) |
If the business is a chain, then this number returns number of locations exist in the U.S. |
Create a custom field. |
Number, Text, Text Area (Rich) |
||
Online Storefront |
Returns true if the business has an online storefront. |
Create a custom field. |
Text, Text Area (Rich) |
||
Phone Number |
Account’s primary phone number. |
✔ |
Phone |
Phone |
|
Price Range |
The price range of the business if it offers a service to consumers. This is out of 5. |
Create a custom field. |
Text, Text Area (Rich) |
||
Radius Grade |
Adds a letter value for business grade. For example, A, B, C, and D. |
Create a custom field. |
Text, Text Area (Rich) |
||
Radius Rating |
Our proprietary rating system that rates the health of a business from A to F. An A rating is the highest. |
Create a custom field. |
Text, Text Area (Rich) |
||
Radius Score |
Adds a number value for the business score. For example, a number from 1 to 100. |
Create a custom field. |
Number. Text, Text Area (Rich) |
||
SIC Code |
Standard Industrial Classification code of the account’s main business categorization. Up to 10 characters are allowed in this field. |
✔ |
SIC Code |
Number, Text, Text Area (Rich) |
|
SIC Description |
A brief description of an organization’s line of business, based on its SIC code. |
✔ |
SIC Description |
Text, Text Area (Rich) |
|
Shipping City |
✔ |
||||
Shipping State |
✔ |
||||
Shipping Street |
✔ |
||||
Shipping ZIP/Postal Code |
✔ |
||||
Territory |
If you maintain territories in Radius, we'll a send the name of the territory. |
Create a custom field. |
Text, Text Area (Rich) |
||
Time in Business |
How long a business has been in operation by less than a year, more than 10 years, or year ranges in between. |
Create a custom field. |
Text, Text Area (Rich) |
||
|
Name of the Twitter account associated to the business. |
Create a custom field. |
URL, Text, Text Area (Rich) |
||
Vertical |
If you maintain verticals in Radius, we'll a send the name of the vertical. |
Create a custom field. |
Text, Text Area (Rich) |
||
Web Analytics |
A list of web analytics that the business uses. |
Create a custom field. |
Text, Text Area (Rich) |
||
Web SEO |
A list of SEO technologies that the business uses. |
Create a custom field. |
Text, Text Area (Rich) |
||
Website |
URL of the business website. For example, www.radius.com. |
✔ |
Website |
✔ |
URL |
Yelp |
The Yelp URL of the business. |
Create a custom field. |
URL, Text, Text Area (Rich) |
Contact Field Mapping
Need help with Salesforce? Here's the Salesforce help for standard Contact Fields and how to create custom fields. Plus learn considerations and limits for each custom field type. (Salesforce documentation) |
Radius Field |
Description |
Maps to Standard Salesforce Field |
Salesforce Field |
Read Access Required for Matching |
Recommended Salesforce Custom Field Type |
---|---|---|---|---|---|
Account Name / ID | ✔ | ||||
Contact ID | ✔ | ||||
Contact Job Function |
Specific contact job function. |
Create a custom field. |
Text, Text Area (Rich) |
||
Contact Title | Specific contact job title. | ✔ | Title | Text, Text Area (Rich) | |
Contact email address. | ✔ | ✔ | Emaiil | ||
First Name | Contact first name. | ✔ | First Name | ✔ | Text, Text Area (Rich) |
Last Name | Contact last name. | ✔ | Last Name | ✔ | Text, Text Area (Rich) |
LinkedIn Profile URL |
The LinkedIn profile URL of the contact. |
Create a custom field. |
URL, Text, Text Area (Rich) |
||
Phone | Contact phone number. | ✔ | Phone | ✔ | Phone |
Seniority Level |
The seniority level of the contact. For example, VP, Director, Manager, or Owner. |
Create a custom field. |
Text, Text Area (Rich) |