Resolve Conflicting Fields

If one or more custom field names are both on the same Salesforce object, specifically on the Opportunity object, additional steps are required to accommodate the conflict.

For example, when calling the API name “Interest_Rate__c” (which is the clients custom field), Salesforce returns/updates the Encompass namespace prefixed field.

To Resolve the Conflicting Fields:

Create a custom flow in Salesforce to copy the value from the Encompass field(s) into their non-namespace field(s) (or vice versa).
1. Refer to the Custom Flow Table below.
The Salesforce flow is able to address both fields independently and can be used to synchronize data between them outside of the connector itself.

Custom Flow Table

SFDC Object	Encompass Field (ID/Description)	Details	Direction	Source of Truth	Salesforce API Name
Opportunity	Loan Id	Encompass Loan Id	Inbound	Encompass	encompass_By_EM__Encompass_Loan_Id__c
Opportunity	Current Milestone	Current Milestone	Inbound	Encompass	encompass_By_EM__Current_Milestone__c
Opportunity	Deleted	Is Deleted	Inbound	Encompass	encompass_By_EM__Is_Deleted__c
Opportunity	763 - LoanScheduledClosingDate	Close Date	Both	Encompass	CloseDate
Opportunity	1109 - BorrowerRequestedLoanAmount	Amount	Both	Encompass	Amount
Opportunity	11 - StreetAddress	Name	Both	Encompass	Name
Opportunity	3 - RequestedInterestRatePercent	Interest Rate	Both	Encompass	encompass_By_EM__Interest_Rate__c
Opportunity	4 - LoanAmortizationTermMonths	Amortization Term (Months)	Both	Encompass	encompass_By_EM__Amortization_Term_Months__c
Opportunity	19 - LoanPurposeType	Loan Purpose	Both	Encompass	encompass_By_EM__Loan_Purpose__c
Opportunity	21 - PropertyOriginalCostAmount	Lot Original Cost	Both	Encompass	encompass_By_EM__Lot_Original_Cost__c
Opportunity	299 - GseRefinancePurposeType	Refinance Purpose	Both	Encompass	encompass_By_EM__Refinance_Purpose__c
Opportunity	420 - LienPriorityType	Lien Type	Both	Encompass	encompass_By_EM__Lien_Type__c
Opportunity	608 - LoanAmortizationType	Amortization Type	Both	Encompass	encompass_By_EM__Amortization_Type__c
Opportunity	1063 - OtherMortgageTypeDescription	Other Mortgage Type Description	Both	Encompass	encompass_By_EM__Other_Mortgage_Type_Description__c
Opportunity	1172 - MortgageType	Mortgage Type	Both	Encompass	encompass_By_EM__Mortgage_Type__c
Opportunity	1177 - InterestOnlyMonths	Interest Only Term (Months)	Both	Encompass	encompass_By_EM__Interest_Only_Term_Months__c
Opportunity	11 - StreetAddress	Property Street	Both	Encompass	encompass_By_EM__Property_Street__c
Opportunity	12 - City	Property City	Both	Encompass	encompass_By_EM__Property_City__c
Opportunity	14 - State	Property State	Both	Encompass	encompass_By_EM__Property_State__c
Opportunity	15 - PostalCode	Property ZIP	Both	Encompass	encompass_By_EM__Property_ZIP__c
Opportunity	16 - FinancedNumberOfUnits	Units Financed	Both	Encompass	encompass_By_EM__Units_Financed__c
Opportunity	136 - PurchasePriceAmount	Purchase Price Amount	Both	Encompass	encompass_By_EM__Purchase_Price_Amount__c
Opportunity	228 - ProposedFirstMortgageAmount	Estimated First Mortgage Payment Amount	Both	Encompass	encompass_By_EM__Estimated_First_Mortgage_Payment_Amount__c
Opportunity	229 - ProposedOtherMortgagesAmount	Estimated Other Mortgage Payments Amount	Both	Encompass	encompass_By_EM__Estimated_Other_Mortgage_Payments_Amount__c
Opportunity	URLA.X144 - SupplementalPropertyInsuranceAmount	Estimated Supplemental Hazard Insurance	Both	Encompass	encompass_By_EM__Estimated_Supplemental_Hazard_Insurance__c
Opportunity	232 - ProposedMortgageInsuranceAmount	Estimated Mortgage Insurance Payment	Both	Encompass	encompass_By_EM__Estimated_Mortgage_Insurance_Payment__c
Opportunity	233 - ProposedDuesAmount	Estimated Other Dues Amount	Both	Encompass	encompass_By_EM__Estimated_Other_Dues_Amount__c
Opportunity	1405 - ProposedRealEstateTaxesAmount	Estimated Real Estate Taxes Amount	Both	Encompass	encompass_By_EM__Estimated_Real_Estate_Taxes_Amount__c
Opportunity	234 - ProposedOtherAmount	Estimated Other Expenses	Both	Encompass	encompass_By_EM__Estimated_Other_Expenses__c
Opportunity	230 - ProposedHazardInsuranceAmount	Estimated Hazard Insurance Amount	Both	Encompass	encompass_By_EM__Estimated_Hazard_Insurance_Amount__c
Opportunity	912 - ProposedHousingExpenseTotal	Estimated Total Payment	Both	Encompass	encompass_By_EM__Estimated_Total_Payment__c