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Importing Salesforce Custom Fields


There are three ways to import custom fields from Salesforce:

  1. As you are importing a Salesforce list, select your custom fields to be synced
  2. On an existing Salesforce list, add columns for these custom fields 
  3. Customers with Enterprise plans or the advanced CRM add-on - select your fields in CRM Administration

Watch the video below to see steps for each method.

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