What are the required steps to add a custom field created in Clarizen to be mapped in the sync to SFDC?
Added field in Clarizen to Project - DONE
Refreshed metadata (none of these fields showed up as available fields to map From Clarizen) - DONE but nothing seemed to happen?
Do I have manually add the fields into SFDC?
Then what?
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Denise,
It is not enough to simply create the custom field in Clarizen. You need to create the mapping in SFDC and to do this, you will need to be a SFDC Administrator.
Note that the mapping is different depending on the integration (i.e. SFDC Integration v2 or SFDC Integration v3).
Sincerely,
Boris
Hi Denise,
When you add a field to either Salesforce/Clarizen, you'll need to also click "Refresh Metadata" in Clarizen Integration Setup>Advance Settings.
Here is a link to the installation guide that goes over how to do this: http://usermanual.clarizen.com/16-2-2-sfdc-for-clz-v3-installation-guide
I did refresh the metadata but I don't see any of my new custom fields in the Clarizen object. Do I need to also create them directly in SFDC and then map them - I do have SFDC admin rights? (Posting this in Forum as I would imagine others may also have this question) We are V3 integration so I know where the mapping is - just not seeing my Custom fields show up.
Hi Denise,
My apologies for the confusion, yes, if you add a field to Clarizen which does not already have a corresponding field in Salesforce, then you will need to add it to Salesforce as well. The steps to add a brand new field not available in either systems are:
Add field to CLZ or Salesforce
Add field to opposing system if corresponding field does not already exist
Click 'Refresh Metadata' in Salesforce>Clarizen Integration Setup>Advanced Settings