Overview
Many customers we partner with choose to create their own custom fields which map to Salesforce or Hubspot. The reason for this is simple — it allows you to use generic templates that include dynamic (smart) variables that are personalized to the customer.
Not sure what we mean by this? Check out this intro to custom fields that includes a real-life example!
To kick off this process, we'll want to first create the custom field(s) in Dock.
Creating the Custom Field
Step 1: From the log-in page, click on Settings on the left nav-bar.
Step 2: Under Data Management > click Objects.
Step 3: Choose Workspaces, Accounts, or Opportunities.
Step 4: Click the button Add Custom Field on the bottom of the associated page. You'll want to make sure you're adding it to the appropriate object type (i.e workspace, accounts/companies or opps/deals).
Step 5: As you build out your custom fields, you can map them to HubSpot or Salesforce immediately (if you've already integrated).
Custom Field Types
We support many types of custom fields:
Single-line text
Multi-line text
Number
Date
Single Checkbox
Multiple Checkboxes
Dropdown Select
Radio Select
Depending upon the selection you make, you may have to add in options.
Text, Number and Date Fields
For the text, number, and date fields, simply provide a name.
PLEASE NOTE: Naming is case sensitive and must match what you have in your CRM exactly.
Checkboxes and Select Fields
For the single/multiple checkboxes and dropdown/radio select options, you'll need to not only provide the name of the field, but each option as well.
PLEASE NOTE: Both the "Name" field and the options are case-sensitive. You'll want to make sure every single option in your CRM has been added to the drop down and the case/spacing matches exactly.
