Adding Custom Objects in SalesForce

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Overview

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Creating a Custom Object in Salesforce

1

Log in to Salesforce and navigate to Setup

them

2

On the left menu search for tabs and click on it to enter the “Custom Tabsˮsection

3

Click on “Newˮ in the “Custom objects Tabsˮ

4

Add Userpilot Custom objects individually

Userpilot InteractionsUserpilot NpsUserpilot FormsUserpilot SurveyQuestionsUserpilot Surveys

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Configure fields to show in custom objects table

1. In Salesforce, search for Userpilot custom object (Userpilot Interaction, for example) and click on it.
2. Click on the “Allˮ option in the dropdown.
   
3. Click on the gear icon and select “Select fields to displayˮ.
   
4. From the list on the left, select the fields you want to show in the table. Click on the right arrow to move them to the list on the right. When you’re done selecting fields, click on “save”.
   
5. Once all steps are complete, you will see the fields in the table.

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Showing the userpilot objects on Contact/Lead/Account

1. Go to Setup, on the left menu search and click on “Object managerˮ.
2. Select the object you want to edit (Contact/Lead/Account) and click on it.
3. Click on “Page Layoutsˮ.
   
4. Click on “Related Listsˮ and drag each Userpilot Object you want to add to the layout to the “Related Listsˮ section below.
   
5. Select the wrench icon next to each item in the “Related Listsˮ to add the properties you want to show for the related object.
   
6. Once you select all the fields you need from the left menu, click on the right arrow to add them to the right list and click on “ok”.
7. Navigate to any record of the custom object you just edited in the Sales dashboard, you should be able to see the new related object now.