---
title: Configuring data fields
slug: campaign/docs/configuring-data-fields
docTags: 
createdAt: 2026-07-20T15:45:44.999Z
---

:::hint{type="info"}
**Note**

This topic is for administrators and developers with administration access rights in Salesforce.
:::

This topic describes how to configure data fields in Salesforce to send contact data of leads or contacts to Optimizely Campaign.

## [configuring-data-fields.mdx](docId\:XGrbE3nLfKyA0biaSdeeH)Transferring default data fields

You can use contact data of leads or contacts to personalize mailings and for target group segment in Optimizely Campaign. See [Field functions](docId\:V9V1TFA5Z2cDQH6hNQy59) and [Target groups](docId\:fyUCvFswwt7cmTBr2k8Nk).

By default, the following data is sent from Salesforce to Optimizely Campaign:

| Field name        | Data type | Description                                                                  |
| ----------------- | --------- | ---------------------------------------------------------------------------- |
| email             | String    | Email address of the contact or lead                                         |
| salesforceid      | String    | Unique ID for the contact/lead in Salesforce                                 |
| sfcampaignid      | String    | Unique ID of the Salesforce campaign                                         |
| entity\_type      | String    | Contains the type of the **Lead**, **Contact**, or **Personal Account** type |
| optinname         | String    | Name of the opt-in                                                           |
| optintype         | String    | Media type of the opt-in                                                     |
| salutation        | String    | Recipient's salutation                                                       |
| firstname         | String    | Recipient's first name                                                       |
| lastname          | String    | Recipient's last name                                                        |
| title             | String    | Recipient’s title (for example Dr., Prof. and so on)                         |
| mobilephone       | String    | Recipient's mobile telephone number                                          |
| fax               | String    | Recipient's fax number                                                       |
| street            | String    | Recipient’s street and house number from the **Lead** type                   |
| postalcode        | String    | Recipient’s postal code from the **Lead** type                               |
| city              | String    | Recipient’s place of residence from the **Lead** type                        |
| state             | String    | Recipient’s state from the **Lead** type                                     |
| country           | String    | Recipient’s country from the **Lead** type                                   |
| birthdate         | Date      | Recipient’s date of birth from the **Contact** type                          |
| mailingstreet     | String    | Recipient’s street and house number from the **Contact** type                |
| mailingpostalcode | String    | Recipient’s postal code from the **Contact** type                            |
| mailingcity       | String    | Recipient’s city from the **Contact** type                                   |
| mailingstate      | String    | Recipient’s state from the **Contact** type                                  |
| mailingcountry    | String    | Recipient’s country from the **Contact** type                                |

## Transferring additional fields

In addition to the standard setup, you can transfer other Salesforce data fields to Optimizely Campaign. The Salesforce add-on can directly access linked data sets (Salesforce objects up to the third level). For example, the contact person who manages the contact or lead in your organization, or the name of the department head, in addition to contact or lead data and attributes.

This lets you, for example, customize greetings, so that a contact or lead is greeted by the member in your organization that manages the lead or contact.

To set up the transfer, first configure the additional data fields in Salesforce. Then, contact Optimizely [customer support](docId\:ZWe1T3UPz3JW6_4mc76qV) to request the addition of these fields to your recipient lists.

### Configuring additional data fields

1. Log in to Salesforce CRM.
2. Open the **Administration (Episerver Campaign)** tab.

   ![Image: Administration (Episerver Campaign)](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/g-3PrPjpaMqMquQCMVRgx-20260720-145408.png "Image: Administration (Episerver Campaign)")

:::Paragraph{indent="1"}
The **Administration (Episerver Campaign)** window opens. In the fields area, you can find the data fields that can be transferred to Optimizely Campaign, separated by leads, contacts, and personal accounts.
:::

3. When data synchronization is enabled, you can disable data synchronization by clicking **Stop scheduler** next to **Scheduler control**.

   ![Image: Disable data synchronization](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/PxlWL_aBEscl305LhqZwB-20260720-145408.png "Image: Disable data synchronization")
4. In the lists on the left under **Lead**, **Contact**, or **Personal Account**, select the data field that you want to transfer to Optimizely Campaign. To select multiple data fields at the same time, hold down the **CTRL** key on your keyboard.

   ![Image: Data field lists](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/TPnNq-L5g5jYYcngDG1VS-20260720-145408.png "Image: Data field lists")

   :::hint{type="info"}
   **Note**

   The lists on the left contain Salesforce objects that can be transferred. Lists on the right contain objects that are currently transferred.
   :::

   ![Image: Transfered data fields](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/cvw0Qss6qng73wn9QKGU3-20260720-145408.png "Image: Transfered data fields")
5. To add one or more data fields, click the right arrows **>>**.

   ![Image: Add data fields](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/CZYY3DpOdJFOZTHezA8Oa-20260720-145408.png "Image: Add data fields")
6. Optional: Select a data field and click **Up** or **Down** to change the order in which the data fields are transferred.

   ![Image: Change data field order](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/teHvHdhidd39mafS_QcZb-20260720-145408.png "Image: Change data field order")
7. Click **Save**.

   ![Image: Save settings](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/BRf_O5a9lrQ4BmUEyTf3k-20260720-145408.png "Image: Save settings")

:::Paragraph{indent="1"}
Under **Resulting field list for Episerver Campaign**, the list of data fields that are to be transferred are expanded by the newly-added data fields. If you want to discard your changes and return to the default settings, click **Reset to default**.
:::

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/knuUO1k7Eql_brIBP5ovV-20260720-145408.png" size="100" caption="Image: Field list for Episerver Campaign" alt="Image: Field list for Episerver Campaign" isUploading="false" showCaption="true" indent="2"}

:::hint{type="info" indent="2"}
**Tip**

Keep this window open, as it is needed when [Requesting additional fields to be added to recipient lists](docId\:XGrbE3nLfKyA0biaSdeeH).
:::

Since all Salesforce objects cannot be displayed in the **Lead**, **Contact** and **Personal Accounts** lists at the same time, you can use a filter to hide data fields or data field groups to display other Salesforce objects. If data fields that you want to transfer are missing from the list, you can hide the data field group **Owner**:

1. Be sure to save all changes to the data fields to be transferred.

   :::hint{type="danger"}
   **Warning**

   When you edit and apply the filter, unsaved changes to the data fields are lost. Save any changes prior to editing the filter.
   :::
2. In the **Filter** field, add the entry **Owner**, separated by a comma; do not use spaces.

   ![Image: Hide field](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/EoVPlv1LzfVeFFGQ3JFoy-20260720-145408.png "Image: Hide field")
3. Click **Apply filter and save**. Data fields that start with **Owner** are now hidden and previously invisible Salesforce objects are displayed.

   ![Image: Apply](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/BC_cmHnzrSl0BPAkQAjQ5-20260720-145408.png "Image: Apply")
4. Locate the desired field and add it to the data fields to be transferred using the arrow button **>>**.

### [configuring-data-fields.mdx](docId\:XGrbE3nLfKyA0biaSdeeH)Requesting additional fields to be added to recipient lists

1. Under **Resulting field list for Episerver Campaign**, highlight the entire, comma-separated list of data fields to be transferred.

   ![Image: Field list for Episerver Campaign](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/65aCJYuuk8MuKYFaYYkXL-20260720-145409.png "Image: Field list for Episerver Campaign")
2. Copy the highlighted list to the clipboard.
3. Insert the copied list into the message text of an email and send to [customer support](docId\:ZWe1T3UPz3JW6_4mc76qV).
4. When you receive the confirmation email, click **Start scheduler** in the **Administration (Episerver Campaign)** tab to enable automatically data synchronization.

Once data exchange is enabled, the additional data fields are automatically transferred to Optimizely Campaign. You can use the corresponding Salesforce objects to personalize your mailings via [field functions](docId\:V9V1TFA5Z2cDQH6hNQy59).