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How to add new fields in SalesForce?

Ram_05
Deputy Chef I
Deputy Chef I

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

2 REPLIES 2

Bhagya_pola
Deputy Chef III
Deputy Chef III

 

Hi @Ram_05 ,

If you donโ€™t see the Email or Phone fields when working with Salesforce Contact:

  1. Try clicking on Show optional fields, this will display more fields that are hidden by default.

  2. If the fields still arenโ€™t showing, it might be because of your Salesforce permissions.
    In that case, youโ€™ll need to update your user profile to make sure you have read and write access to those fields.

Once thatโ€™s done, go back to Workato and refresh the schema, the fields should now show up.

harryjohn
Deputy Chef I
Deputy Chef I

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