Salesforce and Application Integration

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Creating an Object that isn't Available by Default

Guide Designer knows about many of the objects you use in Salesforce. There are others that Guide Designer doesn't automatically know about. In addition, your site may have custom objects. You can add these objects to Guide Designer using the following procedure. In this example, Contact Roles for an Opportunity are being added.

Go to Guide Designer Setup by pressing the "+" icon. Here's an example:

Click Setup
.

Here's what you should see:

Expand the Guides can create the following objects
section and press the Add
button to create a new object:

As you are typing "OpportunityContactRole", Salesforce displays a list from which you can select objects that are set up in Salesforce. After the name is entered, you will see the object's field on the right. Notice that required fields are checked automatically. If you want other fields to be displayed by default in the Guide Designer when doing a "Create Opportunity Contact Role", you can add them by checking their name.

After this object is defined, press the Synchronize
button.

If after you synchronize, you do not see this object, try refreshing or restarting your browser.

Controlling Who Sees Guides

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