My Salesforce CRM requires a region to be part of the listing in order to push leads correctly, into the CRM system. Is there a way to include a new field within the preset content fragment?
Thanks for the excellent question! The best way to do this would be to manually implement a drop-down combo box with the required field and values as follows:
- Determine which possible values can be used for the "Region" field within Salesforce. If it's a restricted list, see if you can acquire or generate a CSV of these values. If it's not restricted, this is a little simpler, and you can probably use a free-form text field.
- Drag a new combo box field to your form and give it field, column, and label values of "Region", select "Dropdown List" as the Type, and then click the upload icon at the top to upload your values. It should look something like this:
Finally, click "OK" and save your form — you should be good to go! This configuration can differ a lot depending on the required fields and values in Salesforce, but as a general rule of thumb, matching the "Column Name" to the field name in Salesforce should always allow for your data to push successfully.
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