If you are one of your organization’s administrators, you have the ability to update custom field mappings in Atrium.
Setting Custom Salesforce Mappings
Setting Custom Salesforce Mappings
The ability to update field mappings is available via the "Company and Salesforce Settings" page, which can be found in the menu at the top right of your screen when you’re logged into Atrium.
If this menu does not appear, that means you are not currently set as an administrative user. If this is an error, please contact your Success Manager.
Edit Company Information
On this page, you can update how your company's name appears in Atrium and the list of domains that should be considered internal domains, when deciding whether emails and meetings are internal or with customers and prospects.
You can also set your fiscal year here.
Salesforce Data Mapping
Here, you can select which fields reflect your company's values for Bookings and Pipeline, tell us how you distinguish between different types of opportunities, provide the field use to identify an opportunity's source, and tell us how to know who should receive credit for creating the opportunity on the Opportunities Created card. You can also tell us when an opportunity has reached a "sales accepted" or "sales qualified" stage.
Salesforce Opportunity Mappings
Opportunity Type is important because we separate out the metrics we track in Atrium for new vs. existing business opportunities, since those kinds of deals have very different sales characteristics. After you have selected the field that identifies Opportunity Type, you can also map those opportunity types to "New Business", "Existing Business", or "Other".
Call Types & Dispositions
This is where you tell us which of your Task types in Salesforce should count as calls for the Calls card calculations.
