Salesforce

How do I show the custom fields from the Connex package in Salesforce

You can drag and drop the fields that you need

When you install the package, you must update your Salesforce layout to show the fields. Here are the steps:

  1. In Salesforce, go to classic view.
  2. Click orders.
  3. Click on an order.
  4. On the right, click the arrow.
  5. Click edit layout.
  6. Drag and drop the fields marked as QB onto your designer:
  7. In this example, we drag and drop then below order detail:
  8. Click save on the top left.