Loading
Market to Your Customers with Account Engagement
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Create Custom Prospect Fields

          Create Custom Prospect Fields

          When the default fields in Account Engagement don’t capture the prospect data you need, create your own custom fields. You can map and sync your custom fields with the CRM.

          Required Editions

          Available in: All Account Engagement Editions
          User Permissions Needed
          To create custom fields: Account Engagement Administrator role
          1. Open the Prospect Fields page.
            • In Account Engagement, select Admin | Configure Fields | Prospect Fields.
            • In the Lightning app, select Account Engagement Settings | Object and Field Configuration | Prospect Fields.
          2. Click + Add Custom Field.
          3. Name the field. The name is used internally for identification, and isn’t visible to prospects.
          4. Don’t edit Custom Field ID. This ID isn’t visible to prospects.
          5. Configure field settings.
          6. When finished, click Create custom field to save.
           
          Loading
          Salesforce Help | Article