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Creating and mapping custom fields - Salesforce (Classic)

Overview

This process allows you to create any required custom fields in Salesforce and then map them with the custom fields in Responsive.

Permissions

Users must have the System Administrator privilege in Salesforce to complete the installation.

Select the applicable tab for your edition of Responsive.

  • Creating custom fields in Salesforce

    1. Click Setup from the top navigation bar, then click Customize from the left pane.
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    2. Select the object type you want to create the custom field for (Opportunities, for example), then select Fields.
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    3. Click New in the section Opportunity Custom Fields & Relationships section.
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    4. Select the required field you want to add and click Next.
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    5. Enter the details of the custom field and click Next.
      Note: Fields marked with red are mandatory fields.
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    6. Specify the field level security and click Next.
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    7. Select the layouts you want to add the custom fields to.
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    8. Click Save. The newly added custom field displays in the Opportunity Custom Fields & Relationships section.
      Note: Click Save & New to save this custom field and create new one.
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    Repeat a similar process to create custom fields for Leads and Accounts.

    Note: In order to map Lookup fields from Salesforce, you have to create a formula field in Salesforce and then map the Formula field in Responsive's custom field mapping. To create formula field in salesforce, follow the steps below:

    1. Perform steps 1-3 described in the previous section (Creating Custom Fields in Salesforce). 
    2. In step 4, select Formula and then click Next.
    3. Enter Field label and field name. (Mandatory)
    4. Select a Formula Return Type, and click Next.
    5. The Enter Formula page appears. Click Insert Field.
    6. The Insert Field pop-up appears. Select the required field, and click Insert.
    7. The inserted field appears in the formula field of Enter Formula page.
    8. Click Check Syntax to verify the formula syntax. Once the syntax is verified, click Next.
    9. Next, follow steps 6-8 from the previous section (Creating Custom Fields in Salesforce).

    Mapping custom fields from Responsive

    Custom fields created in Salesforce should be mapped to project custom fields in Responsive so they appear during project creation and in reports.

    1. Go to Organization Settings > Project > Custom Fields and click Create New.
      Org Settings - Response Projects - Custom Fields.png
    2. Select the category for the custom field.
      Org Settings - Response Projects - Add New Custom Field.png
    3. Specify the Merge Tag Name.
    4. Enter a Display Name for the custom field.
    5. Specify a Group Name. This field is optional, but using it will allow you to organize custom fields by this name.
    6. Select the Project Type for which the custom field has to be created.
    7. Select the Type of the field response.
    8. Specify a Prefix and Suffix. These optional fields allow you to include text before and after the field.
    9. If necessary, add Help Text
    10. Check the Required box to make the field mandatory.
    11. Check the Associate with Salesforce (instance) box to associate the field with Salesforce. A section as shown below will be displayed:
      Org Settings - Response Projects - Add New Custom Field - Assoc with SF.png
    12. Select the custom field you want to associate with the object from the Salesforce Fields drop-down list. Click Create when you are finished.
      Org Settings - Response Projects - Add New Custom Field - Assoc with SF 2.png

      When you create a new project, the field will be listed.
      Projects - Create Projects - Custom Field Highlighted.png

     

    Examples:

    • If you create a custom field in Salesforce and do not mark it as required, you can set it as required when you map it in Responsive. When it appears in Responsive, it will be required.
    • When you create the new Salesforce associated project from Responsive, the value for the custom field created for that object type will be automatically populated in the field.

  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

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