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 Creating
Considerations for Syncing Custom Objects in Account Engagement When syncing custom objects between Salesforce and Account Engagement, the following key considerations should be taken into account: Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The
What are custom objects in Salesforce? These include accounts, cases, contacts, and opportunities—the kind of information that almost every organization is keeping tabs on in Salesforce. Custom objects go beyond what comes out of the box. They’re objects you create to handle the specific needs of your organization or industry. A custom object is an
Salesforce relies heavily on objects, which serve as a fundamental component by offering a framework for data storage and integration into the user interface. Thereby resembling the structure of a database table. Object fields, akin to database columns, and records, resembling database rows, play crucial roles in this system. Standard Objects Salesforce provides standard objects
