Thank you for your interest in LoneScale! This overview is how to set up an intent custom object in Salesforce.
To handle Custom Objects in Salesforce like a pro, we advise you to read:
#3 -> Create a Salesforce custom object (= this article)
💡 Goal for an insight custom object about Contacts Job Changes:
1️⃣ Install our pre-build manage package
Demonstration video: follow here 👈
💡 A sandbox version is available upon request, ask our team
2️⃣ Modify the manage package fields and layout to fit your needs
⚠️ If you're using LoneScale salesforce native integration, modifying the managed package fields may provoke synchronization issues.
3️⃣ Configure your layout on the account and contact views
Still have questions?
☀️ If you haven't found the answer you were looking for, please ask our team by LinkedIn, emails, or on the LoneScale chat ❤️