FAQ: How do I add a custom field to my Salesforce pages?


Note: This article applies to Genesys Cloud for Salesforce.

Before you can add a custom field to your Salesforce pages, you must create the custom field and map it to an interaction attribute. You can add any data that Genesys Cloud for Salesforce gathers as a custom field to your Salesforce pages. For more information about what data Genesys Cloud for Salesforce gathers, see the list of interaction attributes at Synchronize interaction attributes.

  1. Create a custom field.

    For information, see Create Custom Fields in the Salesforce documentation.

  2. Map the custom field to an interaction attribute.

    For more information, see Map interaction attributes to Salesforce activity fields.

After you create a custom field and map it to an activity field in Salesforce, add the custom field to your Salesforce page layouts. See Why are fields not appearing on my Salesforce pages?

For more information about the integration, see About Genesys Cloud for Salesforce.