How to sync a Custom Salesforce Field

If a custom field exists on a custom object in Salesforce that is not provided from the ContextSmith Standard field, just click the Custom Field Tabs to start to map them. If you need to create a new custom field click here.

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Once you create a custom field click the drop-down menu provided from the Salesforce Account Field and click Update ContextSmith Account. This will retrieve values from Salesforce fields and load them into ContextSmith fields. 

You can toggle the Salesforce Fields filter:

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Salesforce fields On: Will only show the custom Salesforce fields

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Off: Will show only the Standard Salesforce fields

Note: If custom fields page is not showing the correct fields please contact support.

 

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