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Mapping Salesforce Fields and Custom Object

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Written by Tom Aristone
Updated over 3 weeks ago
  1. From the left-hand sidebar, navigate to Tools → Integrations

  2. In the Salesforce tile, select Connect

  3. Choose the fields to Read from Salesforce

  4. Select Next Step to continue.

  5. Click the Enable Salesforce capabilities toggle

  6. Click Install Package

  7. Check the I’ve installed the package checkbox

  8. Click Save Mapping Configuration to save your changes


Fields in Salesforce

  1. In Salesforce, navigate to Custom Objects

  2. From Objects, select Opportunity

  3. Opportunity Lightning Page

  4. Add https://*.joinzealot.com to Security → Trusted URLs

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