rub.cent | Posts: 2

Add a Salesforce Custom Object as an available option in "Related object type"

Monday, August 19, 2024 at 07:08am
0 votes

Please help me find documentation on how to add a Salesforce Custom Object as an available option in "Related object type". I also need to be able to automate prepare/send transaction by relating it to records in the custom object.
 

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sf-related-obj-type.PNG33.18 KB

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