Follow the step-by-step guide below to set up Salesforce Custom Fields within your template:
Accessing Salesforce Integration Settings
Go to the integrations tab.
Find the Salesforce integration and click on the settings cog.
Select the option to manage fields.
2. Selecting fields in Salesforce
Fields are separated by Opportunity, Account and Contact.
Ensure the variable you want to add to your Pod is from the correct Salesforce object.
3. Choosing a Field to Sync
Example: Selecting "postal code" from the company section.
Verify that the "postal code" field has populated information in Salesforce.
4. Creating a Custom Field
Create the field (e.g., postal code)
Double-check which Salesforce object (Opportunity, Account or Contact) you are using to create this variable.
5. Implementing the Custom Field in Templates
Edit a template where you want to use the custom field.
Add the field variable (e.g., postal code) to the template.
6. Creating a Pod
Click Create Pod and make sure you select the template where you placed the Custom field variable.
When creating your Pod, make sure that in the CRM search field you select the correct object for the field you just created (e.g. Account)
Complete the pod creation process.
7. Viewing Synced Field in Proposal Document
Check the proposal document in the pod to see the synced field (e.g., postal code) pulled from Salesforce.
The information is automatically populated as a variable, saving time and manual data entry.
