How do I set up Salesforce so I can access my custom objects in Cirrus Insight?

User Guide

The following setup in Salesforce is required in order to work with your custom objects in Cirrus Insight:

1. Your custom object's page layout must contain a lookup field to the Contact object

2. Your Contact page layout must contain the custom object in the Related List section

3. To reflect any recent Salesforce layout changes, be sure to refresh Cirrus Insight.

After these steps are taken, you'll be able to access your custom object from the Related Lists tab in Cirrus Insight.

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