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Salesforce Configuration

You can further customize your Prospect workflow and change the extension's behaviour with Salesforce configurations. This section offers tutorials that can be helpful in the most common use cases.

Create Global Quick Actions for Record Types

Create Global Quick Actions for Record Types

Bucket Account

Bucket Account

Mapping Fields from Prospect to Salesforce

Mapping Fields from Prospect to Salesforce

Create Custom Objects in Salesforce

Create Custom Objects in Salesforce

Map your Salesforce Source URL Fields

Map your Salesforce Source URL Fields

Moving Contacts to Likely Accounts

Moving Contacts to Likely Accounts







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Create Global Quick Actions for Record Types
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