Quando um campo padrão não captura os dados de conta do cliente potencial de que você precisa, um administrador pode criar campos personalizados no Engajamento de conta. E, então, mapear e sincronizar os campos personalizados com os campos de conta do Salesforce.
| Permissões de usuário necessárias | |
|---|---|
| Para criar campos personalizados: | Função Administrador do Account Engagement |
Quando você mapeia um novo campo personalizado de conta de cliente potencial, o campo de conta de cliente potencial do Salesforce não é sincronizado automaticamente. Para atualizar todos os valores do campo, inicie uma sincronização completa.
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