Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

If you wish you can add the Remote Object linking fields with the following steps:

  1. Go to  Cog Icon Image Removed > > Issues.
     
  2. In the sidebar, under Fields, click Custom Fields.
     
  3. Click on the Add Custom Field link near the top.



  4. The Select a Field Type dialog box will appear.
    Click Advanced.

  5. Choose the field you want to create, either Remote Object Link or Multi Object Link and click Next.



  6. Type in a Name and Description for your new field.
    Then click Create.
     
  7. You are now asked to associate the field you just created to screens.
    Choose the screen you want to associate the field with and click Update.


     
  8. You will now need to specify which Salesforce object you want the field to link to.

    Find your new field's listing and on the far right, click the Cog Icon > Configure:



  9. At the screen for the Default Configuration Scheme for your field, click the Edit Configurations link under Configurations.



  10. On the Edit Display Template screen, choose the Remote System and Remote Object you want linked to the custom field.
    Then click Submit.
     
  11. You can now start adding a Remote Object Link.

...