You can create custom objects in Account Engagement to sync with
Salesforce custom objects. Before you create a custom object, it must exist in
Salesforce.
Required Editions
| User Permissions
Needed |
| To create a custom object in Account Engagement: |
Account Engagement Administrator role
|
-
Open the Custom Objects page.
- In the Account Engagement Lightning App, select
Account Engagement Settings, select Object and Field
Configuration, and then select Custom
Objects.
- In Classic, select Admin, and then select Custom
Objects.
-
Select a CRM object.
-
If necessary, edit the display name, plural display name, and display field.
-
When finished, click Create custom object.
