Creating a Custom Object in Account Engagement

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

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.
Select a CRM object.
If necessary, edit the display name, plural display name, and display field.
When finished, click Create custom object.

Creating a Custom Object in Account Engagement