Customize the SFDC Opportunity and Account fields showing in Bigtincan Hub Outlook Add-in

Customize the SFDC Opportunity and Account fields showing in Bigtincan Hub Outlook Add-in

In addition to the Opportunity and Account names you see when using the Hub in Outlook, you can display one custom Opportunity field and two custom Account fields to help your team quickly log to the correct one in your Salesforce instance. This document shows you how to create a simple custom setting in SFDC to replace the default fields with custom fields in the Hub Outlook Plug-in.

The default fields are as follows:

Opportunity: Name, Account, Date (Date can be replaced)
Account: Name, Owner, Type (Owner and Type can be replaced)

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SETUP IN SFDC

  1. Setup>Develop>Custom Settings
  2. Custom Settings>New
    1. Label = BTCOutlookPlugin (suggested but up to the discretion of customer)
    2. Object Name = BTC_Outlook_Config (Exact Name Required. Recognized by the Add-in to use custom fields instead of default fields)
    3. Setting Type = set by the organization
    4. Visibility = set by the organization
    5. Description = Optional
  3. Save Custom Settings
  4. Custom Fields>New
    1. Data Type = Text
  5. New Custom Field Details for Opportunity section (1 field)
    1. Field Label = Fields
    2. Length = 200
    3. Description = Optional
    4. Do not check any remaining attributes.
  6. New Custom Field Details for Account Section (2 fields)
    1. Field Labels = FirstAccountField and SecondAccountField
    2. Length = 200
    3. Description = Optional
    4. Do not check any remaining attributes.

SETTING THE FIELD NAME AND DATA IN SFDC

  1. Custom Settings> Select Manage for the BTC Outlook Plug Custom Settings
  2. Select New
  3. Fields or FirstAccountField or SecondAccountField (you should see the name of that you set in previous steps)
    1. customlabel:salesforce field (Custom Label is the text you want to display on the plug-in and salesforce field is the actual sfdc field name in your instance)
    2. Example (where custom label is Anticipated Close Date and Field is CloseDate)
      1. Anticipated Close Date:CloseDate
  4. Restart and re-login to Outlook with the Hub Add-in enabled.
  5. Search for either an Opportunity and/or Account to confirm the Custom field is connected and displaying the correct information


NOTES:

  • You can change the name of the label at anytime by selecting Edit on the label and following step 9.
  • You can change the data showing by replacing the field with a standard salesforce field name (not a salesforce field label, it must be a data field name)
  • You can show a custom data field and need to use the partial API name (ask us how)
  • Once you change the labels and names, all those using the Outlook Plug-in and Salesforce will see the new information. For advanced admins, it is possible to show different fields to different groups set in salesforce (ask us how)
  • You can not search using the custom fields.
  • You can add 1, 2, 3 or no custom fields.
  • Custom fields must not be lookup fields or address field.
  • If the new update does not show in your instance automatically, you may need to clear the Outlook cache on your computer or the exchange server where the add-ins are located. Then reopen and login.