Can I sync extra information from Salesforce?

Yes, you can select extra Salesforce fields.

By default, vWorkApp uses the following information from Salesforce to create a job: 

  • Task Subject
  • Task Account Name
  • Account Shipping Address              
  • Task Due Date
  • Task Name
  • Task Description Comments
  • Task Contact Name
  • Contact Phone Number
  • Salesforce User Name

However, you can include additional Salesforce information as required.
This extra information is added as a vWorkApp custom field. 

How to set this up:

  1. Go to the integrations tab in vWorkApp 
  2. You should see a section called "Custom Fields" with a button labeled "Add Custom Field". 
  3. If you click this button, you will see a pull down menu that allows you to select from over 100 available Salesforce items.  
  4. Simply select the one you want and then click "Save Changes".

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