The Onboarded™ application is designed to be flexible. You can map Onboarded™ data to your existing Salesforce objects instead of using the package's custom objects.
Remember: The custom objects included with this package are purely optional convenience objects. Most organizations will benefit from mapping to their existing data model.
Map Onboarded™ employees directly to Salesforce Contact records:
- Configure the Employee object mapping to use
Contact - Add custom fields to Contact:
Onboarded_Id__c(Text, External ID),Onboarded_Last_Sync__c(DateTime) - Update field mappings to use Contact field API names (FirstName, LastName, Email, etc.)
- Configure Account lookup if linking employees to employer Accounts
Map Onboarded™ employers to Salesforce Account records:
- Configure the Employer object mapping to use
Account - Add custom fields to Account:
Onboarded_Employer_Id__c(Text, External ID),Onboarded_Last_Sync__c(DateTime) - Update field mappings to use Account field API names (Name, BillingStreet, etc.)
- Consider using Record Types to differentiate Employer accounts from other account types
For organizations using Person Accounts:
- Configure the Employee object mapping to use
Account - Enable the Person Account setting in the Onboarded™ Setup
- Map to Person Account fields (PersonEmail, PersonPhone, FirstName, LastName)
- Note: Person Account field API names differ from Contact fields
See the Person Accounts page for detailed setup instructions.
Map to your organization's existing custom objects:
- Identify which custom objects correspond to Onboarded™ entities
- Add required fields: Onboarded™ ID (External ID) on all objects, and Last Sync timestamp on the Employee object
- Configure object mappings in Onboarded™ Setup
- Create field mappings for each field you want to synchronize
- Test with a small dataset before enabling full sync
Ensure your target objects have the following fields:
| Field | Type | Properties | Purpose |
|---|---|---|---|
| Onboarded™ ID | Text (255) | External ID, Unique | Required on all objects. Matches records between systems. |
| Last Sync | DateTime | Required on Employee object only | This field is exclusively for whatever object you designate as the employee, and where the Employee Onboarded component will be set up. This field captures when the Sync Now operation within that component was last executed, preventing multiple users from clicking the button simultaneously (which could cause system errors). |
Need to consolidate data from multiple objects? If your hiring or onboarding workflow spans multiple custom objects (e.g., Application, Interview, Offer, Background Check), see the Junction Object Patterns page for strategies on using Onboarded™ objects to centralize your integration.