Yes, you can select extra Salesforce fields.
By default, vWork 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 vWork custom field to the job.
To add a Salesforce custom field:
- Go to the integrations tab in vWork
- Scroll to the Custom Fields section and click Add Custom Field.
- From the drop-down list select the Salesforce item you want to add as a custom field.
- Click Save Changes.
