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:
💡 Goal for an insight custom object about Contacts Job Changes:
1️⃣ Install our pre-build manage package
Demonstration video: follow here 👈
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?
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