Manage your custom schemas

 

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This option enables the administrator to create new schemas, edit schemas or delete schemas. The default schema is the one displaying the SalesForce objects Accounts, Contacts and Notes.

 

To create a new schema, click on "New Custom Schema", enter a name for the schema and a description. Click "Okay".

 

To customise your new schema further, click on the name of your schema. This will display the page where you can add your SalesForce objects. All the possible options that you have in your SalesForce Web based CRM, is displayed in the drop down box. (Note: Only add objects that the user will use, otherwise you will end up with a rather lengthy menu on your mobile application.)

 

Click on "Add", to add Objects to the list of displayed objects. All objetcs will appear in the "Included SalesForce Objects" menu. Objects can be deleted or edited from here. .

 

To "Edit" the object, click on the Name of the object, for example "Accounts". From here you can add more SalesForce object fields to the Mandatory fields.

 

When you are done click on the "Manage Custom Schemas" option on the menu left to return you to the schema menu.

 

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