How do I Share my Custom Fields in Contacts App?

Updated on August 28, 2017 04:30AM by Admin

You can share custom fields section from one object to another. This includes all types of custom fields such as
  • text
  • number
  • currency
  • radio
  • check box etc
Create a custom section with number of custom fields have a detail relationship to another object. You can view the values of custom fields that are shared.

Steps to Share Custom Fields

  1. Log in and access Contacts App from your universal navigation menu bar.
  2. Click on “More icon and select “Settings" located at the app header bar.
  3. Click on "Customize App" drop down and select "Master Layout" from the left navigation panel.
  4. Create a new custom section with custom fields.
  5. Click on "Share" button.You can view the option such as Customers, Opportunities and Cases.
  6. Slide the "Toggle" button to "Green Color" to enable the option.
  7. For instance: Here we have created "Component Information" section and shared to "Leads" as shown in the image below:

View Shared Custom Attributes

  1. Create a contact with custom attributes as shown in the image below:
  2. Convert into a lead, you can view the shared custom values pre populated Lead creation page (Leads App) as shown in the image below:

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