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Leadspace for Salesforce: Using Custom Objects

  • Updated

This article will provide overview and setup information for customers interested in using the Custom Objects feature in LS4SF package versions 4.35 and newer.

Overview

Custom objects were introduced to provide customers with an alternative to creating a (potentially) large number of LS Custom fields as part of the standard Salesforce account, lead, and contact objects. The custom objects helps customers keep their custom field counts down to avoid Salesforce limitations, and can create a more streamlined approach to capturing Leadspace enrichment data.

We offer two custom objects in Leadspace for Salesforce: 1) The 'Company' object which is derived from the Account standard object, and 2) the 'Person' object which can be derived from either the Lead or Contact standard objects. 

Setup

The setup of the custom objects is comprised of enabling the feature in the Settings tab and then creating the custom objects layout in Salesforce Object Manager.

  • Go to Leadspace for Salesforce > Settings
  • Toggle the Custom Objects ON 

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  • The Custom Object Activation modal will pop-up and run several checks while activating the feature
  • Once completed, you'll be presented with an option to map the Company custom object to either the Contact or Lead custom mapping. 
    • If this is a NEW installation, the choice here does not matter
    • If this is an Existing installation/upgrade, you will want to map the object that contains the person mappings you'd like to inherit in the Person object.
    • The Company object automatically inherits the account object mapping
  • Click 'Continue' to complete the process

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Once you click 'Continue', you will see some processes taking place in the modal that will complete the process. Once completed, you will get a confirmation message that custom objects are now enabled, and in Settings tab, you will see the feature toggled 'Enabled':

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Output Mapping

When custom objects are enabled, your standard object output mapping tabs Account Output Mapping, Lead Output Mapping, and Contact Output Mapping are no longer relevant. When users with the proper permissions click into these tabs, they will now see the following:

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Your custom object output mapping tabs are now:

  • Company Output Mapping
  • Person Output Mapping

You will likely want to adjust tab order in your app view so that Company and Person Output Mapping are in the view, while Account, Lead, and Contact are further down in the list. For example:

  • Go to Customize my Tabs in the Leadspace for Salesforce App
  • In Selected Tabs, move company and person output tabs up
  • Move account, contact, and lead output tabs down

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Once the tab order is to your liking, navigate to each of the custom object output mapping tabs to make sure your mapping is setup correctly.

Go to Company Output Mapping:

  • If this is a new installation, you will need to make sure that all LS company fields you want are marked 'Active'
  • Click 'Update Mapping' to save your changes
  • If this is an existing/upgraded installation, your company output mapping will mirror the Account Output Mapping you had when using standard objects.
  • Review and verify all fields and click 'Update Mapping' to lock in changes.

Go to Person Output Mapping:

  • If this is a new installation, you will need to make sure that all LS person fields you want are marked 'Active'
  • Click 'Update Mapping' to save your changes
  • If this is an existing/upgraded installation, your person mapping will mirror either your Lead or Contact mapping selected when you enabled custom objects above.
  • Review and verify all fields and click 'Update Mapping' to lock in changes.

Page Layouts

Attached is a document that provides some recommendations on how to setup your Page Layouts when using Custom Objects.

 

 

 

 

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