In order to sync the company name from SalesForce to Exceed.ai, you'll need to create a custom field on SalesForce. This is required because the Company field passes only the ID of the company, rather than its name. In order to fix that, kindly create a custom field which is based on the Company field using a text formula.
- On the main setup menu, navigate to Platform Tools --> Objects and Fields --> Object Manager --> Navigate to Lead or Contact according to the entity you are syncing back to Exceed.
- Click on Fields & Relationships --> New
- On the top right side, click on Create to create a new custom object
Step #1: choose the Formula data type and click Next
Step #2: choose a label for this field, e.g. Company Exceed, and choose Text as the type. Then, click Next
Step #3: add the Company field for the Lead or Contact entity. Then, click Next
Step #4 and #5: click Next and Save
Afterward, on Exceed.ai go to Integration Page and add this field to the mapping list:
That's it! You are ready to go!