topic Re: How to add new fields in SalesForce? in Workato Academy Discussion

How to add new fields in SalesForce?

Ram_05 — Tue, 22 Jul 2025 14:32:09 GMT

Hi,
I'm learning Workato automation Pro, in one of the lab there is an addition of email and phone number after data transforming it. In SalesForce, Contact section doesn't have email, phone fields to check the output, can you please help me to add it to work/learn further?

Thanks,

Ramkumar

Re: How to add new fields in SalesForce?

Bhagya_pola — Tue, 22 Jul 2025 19:03:25 GMT

Hi @Ram_05 ,

If you don’t see the Email or Phone fields when working with Salesforce Contact:

Try clicking on Show optional fields, this will display more fields that are hidden by default.
If the fields still aren’t showing, it might be because of your Salesforce permissions.
In that case, you’ll need to update your user profile to make sure you have read and write access to those fields.

Once that’s done, go back to Workato and refresh the schema, the fields should now show up.

Re: How to add new fields in SalesForce?

harryjohn — Tue, 29 Jul 2025 12:33:42 GMT

I also want to do salesforce certification anyone know where i can start please tell me