Configuring custom schema support for Salesforce

Use this task to manage Salesforce custom fields in Account Lifecycle and Account Sync.

About this task

You can use an application profile to add attributes that are specific to your company that are set when you add application accounts for your users.

Salesforce refers to custom attributes as custom fields.

Procedure

  1. Create an application profile attribute for mapping the Salesforce custom fields.
    See Managing attributes.
  2. Specify the data type of the profile attribute. See Supported data types for Salesforce custom attributes.
  3. Create an application profile.
    You can create the application profile either during application creation process Create an application or from Applications > Application profiles. For more details, see Managing application profiles.
    1. When you create the profile, add the profile attribute that you created and specify the corresponding custom field API_Name on Salesforce.
      For example,
      customAttribute__c
  4. Create the application.
    Follow the steps in Create an application.
    1. During the application creation process on the Account lifecycle tab, enable Provision accounts.
    2. Select the profile that you created
    3. Under Attribute mapping add the custom fields and map them to the appropriate Verify attributes.
  5. Complete the remaining steps in Create an application.