So users have access to the most relevant context on each Lead, Contact, or related record before they make or receive a call, Revenue.io supports the ability to display custom Salesforce fields in RingDNA. Management of these fields within RingDNA takes place in the Salesforce tab of the Admin Console.
Revenue supports all field types except:
- External Lookup Relationship
- Hierarchical Relationship
- Indirect Lookup Relationship
- Lookup Relationship
- Master-Detail Relationship
- Text (Encrypted)
- Text Area (Long - 255 character limit)
- Text Area (Rich)
Right now, you can add an additional thirty custom fields to your reps’ RingDNAs. The fields will be viewable via an expandable window which can be adjusted at any point whether reps are on a live call or not. Please follow the below steps to add custom fields from the Admin Console:
|Step 1: Log into the Admin Console at app.ringdna.net.|
|Step 2: From the Integrations section, navigate to the Salesforce > Fields page and notice the Contact Fields and Lead Fields panels on the page.|
|Step 3: Clicking into either panel will open them and reveal a list of what fields are currently being utilized in your account’s RingDNA Communications Hub.|
|Step 4: To add additional custom fields to RingDNA, simply click the Add Field button.|
Step 5: The custom fields will be selectable via the drop-down menu format -- simply search for and find which fields you wish to display.
Note: After thirty fields have been chosen, the add button will become greyed-out, indicating you have reached the maximum number of fields selected.