Understand Salesforce data fields for account integration

Which Salesforce fields should you sync with Totango? Totango requires key data points on account objects for integration. The data may be readily available in Salesforce as either standard or custom fields. Depending on the format of the fields, you may need to add a formula field to format the data in a suitable way for Totango consumption.

Learn more about Totango account system attributes and requirements for unique IDs.

Status

Every Salesforce account should have a Status field to map to Totango's contract status. Totango calculates health and other metrics for non-cancelled accounts.

Required: Mandatory
Type: Text enumeration
Accepted values: Should contain the name of the plan the account is subscribed or “Cancelled” for cancelled accounts. If you are using Totango to monitor free trials, can use “Free” or “Trial.”
For example, if you have 1 free trial and 3 paid plans, possible status values would be:
- Free
- Personal
- Professional
- Enterprise
- Cancelled
Make sure you add the possible status values in Totango, otherwise accounts will be set to an "Unknown" account status.

Success Manager or Primary Account Owner

Every Salesforce account should have an identifier of the Success Manager and/or primary account owner to map to Totango's account assignment roles.

Required: Mandatory
Type: Text enumeration
Accepted values: 'Joe Smith', 'Homer Simpson', 'Barney Rubble'

Sales Manager or Secondary Account Owner

An identifier of the Sales Manager and/or secondary account owner to map to Totango's account assignment roles.

Required: Optional
Type: Text enumeration
Accepted values: 'Joe Smith', 'Homer Simpson', 'Barney Rubble'

Create Date

Every Salesforce account should have an identifier for when the account originated. Totango uses this value to determine the age of the customer (e.g., whether they are new or further down their customer journey).

Required: Mandatory
Type: Date (ISO 8601 format)
Accepted values: Date the account originated.

Renewal Date

Every Salesforce account should have an identifier for when the account contract renews. Totango uses this value to identify customers with an immanent renewal date, which is used in revenue segmentation, revenue forecasting, reports, and health modeling.

If your business model supports both annual and month by month contract, we recommend you add another attribute which will distinguish between the two within Totango.

Required: Mandatory for customers on annual contracts
Type: Date (ISO 8601 format)
Accepted values: Date of the customer's contract renewal or expiration.

Contract Value

Totango uses this value to calculate a portfolio’s dollar value and estimate revenues at risk.

If your business model supports both annual and month by month contract, we recommend you add another attribute which will distinguish between the two within Totango.

Required: Optional
Type: Number
Accepted values: Monetary value, in either MRR or ARR

In some cases, organizations store the contract value in an opportunity objects attached to the account, and not as a field in the account record itself. If this is your case, you will want to use a Salesforce roll-up field to sum all closed/won opportunity values and use that as the source filed into Totango.

Licenses

Totango uses this value to compute the license utilization value metric, which indicates how many seats an account is using relative to the number they purchased. For example, when an account purchases 100 seats, and uses 10, we say their license utilization is “10%”. You can also use license utilization metrics in health profiles.