The Scenario
You are a RevOps engineer two weeks into a Salesforce field-mapping project. The goal: sync PersistIQ lead data into Salesforce so the AE team stops maintaining two separate systems. Before you can build the mapping, you need to know exactly what fields exist in PersistIQ — their API keys, display names, and types.
Your manager told you the field list is "somewhere in the PersistIQ docs." You've been clicking through the PersistIQ UI and the API reference for 40 minutes and you have a partial list in a notes file that you're not confident is complete.
The bad version:
- Keep digging through the API docs, cross-referencing with what you see in the PersistIQ lead form UI
- Manually copy each field key and display name into a workbook, guessing at types from the docs
- Come back next week to update it when you realize you missed three custom fields that were added six months ago
This isn't the project. The project is the Salesforce mapping. This is the prerequisite that shouldn't take two days.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It calls the PersistIQ API, pulls the complete lead field schema and all defined statuses, and writes them to structured worksheets so your mapping doc is ready to work with.
Pull the PersistIQ lead field schema and write it to the Excel sheet 'Field Map' so I can match each field to our HubSpot property names — include field key and display name
What You Get
- The 'Field Map' worksheet with one row per field: field key and display name
- All standard fields and any custom fields your account has configured
- A reference document you can share with the Salesforce admin immediately
What If the Data Is Not Quite Ready
You also need the lead status list, not just fields
The Salesforce mapping needs to handle status values too.
Fetch all PersistIQ lead fields and all lead statuses and write them to two worksheets: 'Lead Fields' (with field name and type) and 'Lead Statuses' (with status name)
You need the field type alongside the key and display name
The Salesforce admin needs to know whether each field is a string, date, picklist, or number to set up the property correctly.
Fetch all PersistIQ lead fields and write them to the 'Field Map' worksheet with three columns: display name, API field key, and field type
You want to know which fields are required versus optional
The Salesforce sync needs to know which PersistIQ fields must be populated on every lead record.
Fetch all PersistIQ lead fields and write name, API key, type, and whether the field is required into the 'Lead Fields' worksheet — sort required fields to the top
You want a complete data dictionary with notes columns for the mapping team
The mapping doc will be reviewed by three people. You want a structured reference with room for each person to add notes.
Fetch all PersistIQ lead fields and all lead statuses. Write lead fields to the 'Fields' worksheet with columns: display name, API key, field type, and a blank 'Salesforce Mapping' column. Write statuses to the 'Statuses' worksheet with columns: status name and a blank 'Notes' column. Add a header row to each.
Having the field schema and status list in one document cuts the back-and-forth between the RevOps engineer and the Salesforce admin in half.
Try It
Get the 7-day free trial of SheetXAI and open a fresh Excel workbook, then ask it to pull the PersistIQ lead field schema into a structured reference worksheet. Once your mapping is done, the bulk-import-prospects spoke shows how to use those same fields to push data back in cleanly.