Create fields in Fullcast

Add a CRM field or create custom fields in Fullcast.

• CRM fields: Read only fields that are imported to Fullcast from your CRM.

• Custom fields: Fields you create in Fullcast where the data is editable from grid tables and do not export.

Note

When you add fields in Fullcast from the CRM, ensure the integration user has read access to the field in the CRM. The permission sets in the Fullcast managed package only cover the minimum permissions to setup initial integration. Any additional fields beyond the minimum require permission changes to the integration user.

Create a new field

Note

• A full import job needs to be run after you add fields to Fullcast.

• Adding and deleting new custom fields and some editing features are only possible in standard jobs, not custom jobs.

• At least one relation must be with Accounts, People, or Products.

1. Go to Settings > Entities & Fields.

2. From the Entity dropdown, select the entity you want to add the field to.

3. Click Add Field.

4. Select the appropriate option to add:

   1. New Field: Adds a field from your CRM.

   2. New Custom Field: Adds a custom field in Fullcast.

5. Click on each tab and complete the fields:

   Source Connection

   The Source Connection connects the field from the CRM and imports it to Fullcast.

   Note

   Source Connection tab is only available for standard fields and it is not available for custom fields.

   Field	Description
   Type	Automatically populates based on the selected entity.
   Name	Automatically populates based on the selected entity.
   Table	Automatically populates based on the selected entity.
   Column	Select a field from the available options or use syntax to designate a reference field from the CRM.
   Data Type	Automatically populates based on the selected column.
   Known Column Type	Select the known column type from the available options. Note Known Column Type field is tied to a process run on the data. For example, when you select the appropriate known column type for address fields, it tells the system what data to use when carving territories in a map.

   Basic Information

   Field	Description
   Field	Complete the appropriate action for the type of field: CRM field: Automatically populates based on the information you completed in Source Connection tab. Custom field: Type a name for the custom field.
   Data Type	Complete the appropriate action for the type of field: CRM field: Automatically populates based on the information you completed in Source Connection tab. Custom field: Select a data type from the dropdown for the field.
   Aggregation	Select the aggregation type COUNT or SUM for the field.
   Label	Type a name that displays as the the field name on the grid.
   Category	Type a category to organize the record details page.
   Format	Select the format for the data type from the dropdown menu.
   Field Update	Select or unselect the checkbox as needed: Select: Auto rerun rules trigger to run whenever the field is updated (if auto rerun rules is enabled). Note Auto rerun rules will only execute when a designated field update field is modified. Unselect: Auto rerun rules will not trigger to run whenever the field is updated.
   Allow Grid Total	Select or unselect the checkbox as needed: Select: Displays the total value for that field in the grid table when you group by a field on the grid. Unselect: Does not display the total value for that field in the grid table.
   Hierarchy Participation	Select or unselect the checkbox as needed: Select: Allows the field to be used in territory rules. Unselect: Disables the field from territory rules.
   Mark as a Currency	Toggle the option on or off as needed: Toggle off: Field is not set as a currency type. Toggle on: Sets the field as a currency type field and displays field values in the currency selected in your Salesforce organization’s Manage Currencies settings. Optional. From the Currency Identifier Field, select the field that indicates the currency for the field. Note Data types work only for field type of double or decimal. Standard fields: Salesforce must have multicurrency enabled. If a field is already currency type in Salesforce, this indicates to Fullcast that multicurrency is enabled, so the currency checkbox is not needed. This feature adds convertCurrency() function to the import query. The data import job will fail if Salesforce multicurrency is not enabled and if the currency format is applied to a field type that is not decimal or double.

   Data Quality (Optional)

   Set thresholds on acceptable data quality levels for the field.

   Section	Description
   Completeness	Type the threshold amount. Optional. Select the checkbox to enable the NULL and Empty values are allowed if applicable.
   Uniqueness	Type the threshold amount. Optional. Select the checkbox to enable the Values must be unique if applicable.
   Accuracy	Type the accuracy percentage. Optional. Use the filter builder to add conditions if applicable.

   Conditional Highlight (Optional)

   Add conditional variables to highlight data for that field on a grid table.

   Field	Description
   Conditional Operator	Select and operator.
   Conditional Value	Type a value to compare the condition to. The field only allows a single value, you cannot include more than one value.
   Conditional CSS	Add CSS to style the data that meets the condition formatted as: "color": "[color]", "background-color": "[color]"

6. Click Confirm.

7. Click Save.