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How to Set Up Custom Fields in Salesforce

Updated yesterday

If you want to start pushing more data beyond the default fields, there’s one important step: adding Buzz’s custom fields to your Salesforce account. This ensures all the right data lands in the right spots.

You can map the following prospect fields to custom fields in Salesforce:

  • Job Title

  • Work Email

  • Enriched Email

  • Enriched Phone

  • Social Profile URL

  • Labels (General & AI)

  • Company Name

  • Prospect Status

  • Campaign Name

  • Campaign ID

More custom field options will be available soon.

Here’s how to do it:

  1. In Salesforce, click the Settings (gear) icon at the top right, then choose Setup.

2. On the left sidebar, scroll down to Objects and Fields > expand it and click Object Manager.

3. Find and select Contact from the list.

4. In the left sidebar of the Contact view, click Fields & Relationships.

5. Click New to create a new field.

6. Choose Text as the field type and click Next.

Now, for each of Buzz’s custom fields, you’ll fill out a quick form. Here’s an example setup for the Work Email field:

You can create as many fields as you want by repeating the same process for each of them. Use the following data for reference:

Field Label

Field Name

Type

Length

Work Email

B_Work_Email

Text

255

Enriched Email

B_Enriched_Email

Text

255

Enriched Phone

B_Enriched_Phone

Text

255

Social URL

B_Social_URL

Text

255

Labels (General & AI)

B_Labels

Text

255

Company Name

B_Company

Text

255

Prospect Status

B_Status

Text

255

Campaign Name

B_Campaign

Text

255

Campaign ID

B_Campaign_ID

Text

255

Job Title

B_Job_Title

Text

255

‼️ Important: when creating custom fields, make sure to enter the Field Names exactly as shown in the table above. These names need to match precisely for Buzz to send the data to the right places.

Once you have filled all the fields, click Next 2 times and then finally confirm the new field by clicking Save.

After entering the info for each field, click Next twice, then Save to finish.

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