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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.

See Also