To Create Custom Fields in Salesforce

To create in Salesforce the custom fields required for successful data synchronization, do the following:

1. In Setup mode, select Build > Customize > Leads > Fields.
2. In the Custom Fields & Relationships area, click New.
3. On the New Custom Field page, specify the following settings:
   • Data Type: Text
   • Field Label: Acumatica_NoteID
   • Length: 36
   • Add Field: Cleared (for all check boxes in the column)
4. Click Save.
5. Repeat Steps 2 through 4 on the following pages:
   • Build > Customize > Accounts > Fields
   • Build > Customize > Contacts > Fields
   • Build > Customize > Opportunities > Fields
   • Build > Customize > Cases > Fields
   • Build > Customize > Products > Fields