FAQs/Integrations & tracking/How to Add Objects in RevSure Salesforce Data Connection
Integrations & tracking · RevSure FAQs

How to Add Objects in RevSure Salesforce Data Connection

1. Navigate to the given Tenant

How to Add Objects in RevSure Salesforce Data Connection (figure 1)

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2. Go to Data Hub

How to Add Objects in RevSure Salesforce Data Connection (figure 2)

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3. Click "Data Sources"

How to Add Objects in RevSure Salesforce Data Connection (figure 3)

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4. Select the Salesforce Connection we want to add the new Object

How to Add Objects in RevSure Salesforce Data Connection (figure 4)

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5. Move over to the "Mappings" Tab

How to Add Objects in RevSure Salesforce Data Connection (figure 5)

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6. Click Add Object Button

How to Add Objects in RevSure Salesforce Data Connection (figure 6)

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7. This makes a call to Salesforce and Fetches the available Objects to the connection

How to Add Objects in RevSure Salesforce Data Connection (figure 7)

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8. Use the Search box to find the object that need to be added

How to Add Objects in RevSure Salesforce Data Connection (figure 8)

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9. Select and Click Apply

How to Add Objects in RevSure Salesforce Data Connection (figure 9)

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10. Click Update to Confirm

How to Add Objects in RevSure Salesforce Data Connection (figure 10)
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