Account Mapping
Sentinel Pulse shows insights for Salesforce accounts by mapping Salesforce accounts to customer names from Sentinel Platform. The Account Mapping page enables you to review the automatic mapping and, where an automatic mapping is not possible or must be replaced, to manually map customers. Manual mapping supersedes automatic mapping.
NOTE This page is visible only to Sentinel Pulse Administrator and Operations Users.
The following image illustrates account mapping in Sentinel Pulse.
The following table lists the data points available on the Account Mapping page:
| Header | Description |
|---|---|
| Search Account |
Name of the mapped account. You can: >Search for and manually map the relevant account. >Manually add an account. |
| Salesforce Account ID | Identifier assigned to each account record in Salesforce. |
| Sentinel Customer | Name of the customer in the Sentinel Platform. |
| Sentinel CRM ID |
Account ID of the customer in Salesforce Org updated into Sentinel EMS Customer object's CRM ID field in Sentinel Platform. See also: How to fetch Account ID of a customer in Salesforce. |
| Mapping Info | The type of mapping done for the account. |
| Comment | Additional comments added by the user who mapped this account. |
| Created Date | Date that the record was created in the Account Mapping page. |
| Last Mapped By | Name of the person who mapped this account most recently. |
|
Map ID |
A unique identifier for the record. |
| Last Modified By | Name of the person who modified the account most recently. |
| Last Modified Date | Last modification date of the record. |
Automatic Account Mapping
The Account Mapping feature automatically maps Salesforce accounts to customer records in Sentinel Platform when the Salesforce Account ID is available in the Sentinel EMS Customer object's CRM ID field. If the Account ID is not available, the feature maps Salesforce Account names to Sentinel EMS Customer names, which are case-sensitive.
Manual Account Mapping
Viewing Unmapped Records
The default view is Recently Viewed, which shows the accounts that were recently viewed by the user. However, you can change this to select a different option. To view the accounts that are not yet mapped, select Unmapped.
Manually Mapping Records
A Salesforce Administrator or a Sales Operations user has the ability to map records which were unmapped or override an automatically mapped record. To manually map an account in Sentinel Pulse from the Account Mapping page:
1. In the Search Account column, click a row where the account name is blank.
2.Click 
to search or add an account.
3.Select an existing account or click New Account to add a new account.
4.Click Save to save your changes.
The following image result after some manual mapping:
