Create Custom Fields in Salesforce

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Context

By default, Demandbase rolls up data in 3-month and 7-day timeframes, but this doesn't suit the need of some organizations. To set up custom data roll-ups of Demandbase data, create custom fields in Salesforce and map them to Demandbase calculated fields. 

Tip: You can also customize Salesforce Page Layouts using custom fields from the Demandbase ABM Package. See Add Demandbase Fields to Salesforce.

Steps

  1. As a Salesforce admin in Salesforce Classic, go to Setup > Customize > Accounts, Contacts, or Leads and select Fields.
  2. Click New.
    salesforce_custom_fields1.png
  3. Select Number or Date as the Data Type.
  4. Enter a Field Label and other details.
  5. Select Visible for the profiles that can view the field.
  6. Select the Page Layouts to display the new field and Save.
    salesforce_custom_fields2.png

Outcome

Salesforce adds the new custom field to the Account Custom Fields & Relationships table.

saleforce_custom_fields3.png

Next Steps

Map the custom field to a calculated field created in Demandbase. See Create Demandbase Calculated Fields for Connected Mode.

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