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Table of Contents

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  1. Preface
  2. Introduction to Synchronize Dynamics 365 Accounts or Contacts with Salesforce Accounts or Contacts recipe
  3. Recipe contents
  4. Using the Synchronize Dynamics 365 Accounts or Contacts with Salesforce Accounts or Contacts recipe

Synchronize Dynamics 365 Accounts or Contacts with Salesforce Accounts or Contacts

Synchronize Dynamics 365 Accounts or Contacts with Salesforce Accounts or Contacts

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Creating a custom field in the Salesforce account and contact entities

Creating a custom field in the Salesforce account and contact entities

To create a custom field in the Salesforce account and contact entities, perform the following steps:
  1. Log in to the Salesforce organization.
  2. Go to
    Setup
    Build
    Customize
    Accounts
    Fields
    , and then click
    New
    .
    The following image shows the
    New
     button on the
    Accounts Fields
     page:
    The image shows the New button on the Accounts Fields page.
  3. In the
    Field Label
     and
    Field Name
     fields, enter the
    Dynamics_ID
     value and save the custom field.
    You must create a custom field with
    Text
     data type.
    The following image shows the
    New Custom Field
     page:
    The image shows the New Custom Field page.
  4. Follow the same steps for the
    Contact
     entity.
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