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Table of Contents

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

Synchronize Salesforce Accounts with Dynamics 365 Accounts

Synchronize Salesforce Accounts with Dynamics 365 Accounts

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Creating a custom field in the Salesforce account entity

Creating a custom field in the Salesforce account entity

To create a custom field in the Salesforce account entity, 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
     field, enter the
    Dynamics_ID
     value and save the custom field.
    The following image shows the
    New Custom Field
     page:
    The image shows the New Custom Field page.
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