> ## Documentation Index
> Fetch the complete documentation index at: https://docs.userpilot.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding Custom Objects in SalesForce

> Configure Userpilot custom objects in Salesforce to better view your Userpilot data

### Overview

Integrating Userpilot with Salesforce allows you to send user and event data to custom objects for deeper insights and automation. Follow these steps to create and configure a custom object in Salesforce.

### **Creating a Custom Object in Salesforce**

<Steps>
  <Step title="Log in to Salesforce and navigate to Setup">
    <img src="https://mintcdn.com/userpilot/x9xXqXi1_IGle4ai/integrations/assets/images/file-natiAayNy5.png?fit=max&auto=format&n=x9xXqXi1_IGle4ai&q=85&s=e49d5c6af79f2977a69652aeb759aa44" alt="images/file-natiAayNy5.png" width="1898" height="530" data-path="integrations/assets/images/file-natiAayNy5.png" />

    them
  </Step>

  <Step title="On the left menu search for tabs and click on it to enter the “Custom Tabsˮsection">
    <img src="https://mintcdn.com/userpilot/x9xXqXi1_IGle4ai/integrations/assets/images/file-G6LqaoHBlS.png?fit=max&auto=format&n=x9xXqXi1_IGle4ai&q=85&s=7906e1ffca7611b462397c4da2f112de" alt="images/file-G6LqaoHBlS.png" width="260" height="486" data-path="integrations/assets/images/file-G6LqaoHBlS.png" />
  </Step>

  <Step title="Click on “Newˮ in the “Custom objects Tabsˮ">
    <img src="https://mintcdn.com/userpilot/x9xXqXi1_IGle4ai/integrations/assets/images/file-cvtwKCQpZp.png?fit=max&auto=format&n=x9xXqXi1_IGle4ai&q=85&s=fddfbc6734f63a303ff6eb2a24fcad40" alt="images/file-cvtwKCQpZp.png" width="1644" height="276" data-path="integrations/assets/images/file-cvtwKCQpZp.png" />
  </Step>

  <Step title="Add Userpilot Custom objects individually">
    Userpilot Interactions

    Userpilot Nps

    Userpilot Forms

    Userpilot SurveyQuestions

    Userpilot Surveys

    <img src="https://mintcdn.com/userpilot/x9xXqXi1_IGle4ai/integrations/assets/images/file-WjaGW7bko4.png?fit=max&auto=format&n=x9xXqXi1_IGle4ai&q=85&s=d4b25bdd593825f6ce6a4d60d969ba55" alt="images/file-WjaGW7bko4.png" width="1641" height="542" data-path="integrations/assets/images/file-WjaGW7bko4.png" />

    <img src="https://mintcdn.com/userpilot/x9xXqXi1_IGle4ai/integrations/assets/images/file-wseoGgEhzy.png?fit=max&auto=format&n=x9xXqXi1_IGle4ai&q=85&s=6169255e991955d1f85778dfeb051778" alt="images/file-wseoGgEhzy.png" width="1648" height="460" data-path="integrations/assets/images/file-wseoGgEhzy.png" />
  </Step>
</Steps>

### **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.\\
   <img src="https://mintcdn.com/userpilot/x9xXqXi1_IGle4ai/integrations/assets/images/file-g433JesVuI.png?fit=max&auto=format&n=x9xXqXi1_IGle4ai&q=85&s=a1266c6f4176c28c6bf4213ffd0d7997" alt="images/file-g433JesVuI.png" width="1841" height="180" data-path="integrations/assets/images/file-g433JesVuI.png" />
3. Click on the gear icon and select “Select fields to displayˮ.\\
   <img src="https://mintcdn.com/userpilot/x9xXqXi1_IGle4ai/integrations/assets/images/file-ohL0jO963Y.png?fit=max&auto=format&n=x9xXqXi1_IGle4ai&q=85&s=385e92fb1cce12908300a909c25b37ef" alt="images/file-ohL0jO963Y.png" width="522" height="505" data-path="integrations/assets/images/file-ohL0jO963Y.png" />
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".\\
   <img src="https://mintcdn.com/userpilot/x9xXqXi1_IGle4ai/integrations/assets/images/file-WaL5cculZv.png?fit=max&auto=format&n=x9xXqXi1_IGle4ai&q=85&s=5f94c3826c683719c6a4d5bfc74f6b2f" alt="images/file-WaL5cculZv.png" width="640" height="408" data-path="integrations/assets/images/file-WaL5cculZv.png" />
5. Once all steps are complete, you will see the fields in the table.

### **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.\\
   <img src="https://mintcdn.com/userpilot/x9xXqXi1_IGle4ai/integrations/assets/images/file-15Znnt4NFk.png?fit=max&auto=format&n=x9xXqXi1_IGle4ai&q=85&s=f00e97d0cb6f2d7ca52d499eafe4d03f" alt="images/file-15Znnt4NFk.png" width="550" height="770" data-path="integrations/assets/images/file-15Znnt4NFk.png" />
4. Click on “Related Listsˮ and drag each Userpilot Object you want to add to the layout to the “Related Listsˮ section below.\\
   <img src="https://mintcdn.com/userpilot/x9xXqXi1_IGle4ai/integrations/assets/images/sf.png?fit=max&auto=format&n=x9xXqXi1_IGle4ai&q=85&s=d575d93e719d57ca097cf59b5feb3504" alt="images/sf.png" width="1875" height="761" data-path="integrations/assets/images/sf.png" />
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.\\
   <img src="https://mintcdn.com/userpilot/x9xXqXi1_IGle4ai/integrations/assets/images/file-4mgqXrJvzO.png?fit=max&auto=format&n=x9xXqXi1_IGle4ai&q=85&s=e3d2d02dd67120452e9077576d66c607" alt="images/file-4mgqXrJvzO.png" width="614" height="474" data-path="integrations/assets/images/file-4mgqXrJvzO.png" />
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.

   <img src="https://mintcdn.com/userpilot/x9xXqXi1_IGle4ai/integrations/assets/images/fs-1.png?fit=max&auto=format&n=x9xXqXi1_IGle4ai&q=85&s=5b4ccf9e356f86bcc9ffbd52c407a1a6" alt="images/fs-1.png" width="1934" height="592" data-path="integrations/assets/images/fs-1.png" />

<Frame>
  [**For any questions or concerns please reach out to support@userpilot.com**](mailto:support@userpilot.com)
</Frame>
