Objects

This setup is where you map the required objects and field details from the Salesforce account.

Note:

Validate the authentication details, such as Login URL, User Name, and Token given in the Connection process page, before mapping the objects and fields from the Salesforce account.

Initially, this page does not display any objects and fields. You need to add the required objects and fields from your Salesforce account.

Follow these steps to add a new object:

1. Click +Add Object button. The Add SF Object dialog is displayed.
   

2. Select the required SF Object from the dropdown list.

   Note:

   The list contains all the Salesforce objects and the Custom option to manually add a Salesforce object. The dialog contains the Add object and Add object and its field buttons.

   • When selecting an SF Object: The Add object and Add object and its field buttons are enabled.

   • When selecting the Custom option: The Add object button is enabled when entering an object name in the Name field. The Add object and its field will be disabled.

3. To create a Salesforce object manually, select Custom from the SF Object dropdown list and enter the name of the object to be manually added.

   Note:

   The objects you add here are case-sensitive. These objects should match the ones defined in Salesforce.

4. Click Add object button to add only the new object to the Objects page.

5. Click Add object and its field to add the new object along with all the fields to the Objects page. Optionally, to undo your changes, click Cancel.

Once you have added the required objects to the Objects page, you can add the required fields. Various fields linked to the Salesforce account will be auto populated in the Objects page under each object. You can also manually add the required fields.

Follow these steps to add a new field:

1. Expand any object from the Object page.

2. Click +Add Field button.

3. Select the required Field from the dropdown list. All fields linked to the object will automatically appear in the dropdown.

4. Select Custom from the Field dropdown list and enter the name of the field to be manually added.

   Note:

   The fields you add here are case-sensitive. These fields should match the ones defined in Salesforce.

5. Click the Ok button to add the field to the object. Click the Cancel button to undo the changes.

To delete any object or field,

Expand the object from the Object page and click the corresponding Delete icon.

Click Save & Next to navigate to the State process page.