Setting Up For Field Nation
The Instance name is optional but is good to distiguish if you have a specific salesforce name or several Salesforce instances.
Instance type should be “test” for a sandbox account and “production” for production accounts.
The Object Name is the base object you will use for the integration. This can be a core salesforce object or a custom object. You will have access to all the fields in this object as well as the direct adjacent objects.
The message object and object body is required if you want to utilize messaging through the integration.
Important: The integration can only connect to Salesforce comment object. We cannot connect to custom objects for messaging
- The remaining fields correspond with the required credential information. We need a username, password, and token.