Create a Custom Object

You can create custom objects in Account Engagement to sync with Salesforce custom objects. Before you create a custom object, it must exist in Salesforce. Creating a Custom Object in Account Engagement.

Required User Permissions

User Permissions Needed
To create a custom object in Account Engagement:Account Engagement Administrator role
  1. Open the Custom Objects page.
    • In the Account Engagement Lightning App, select Account Engagement Settings, select Object and Field Configuration, and then select Custom Objects.
    • In Classic, select Admin, and then select Custom Objects.
  2. Select a CRM object.
  3. If necessary, edit the display name, plural display name, and display field.
  4. When finished, click Create custom object.

Creating a Custom Object in Account Engagement

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