How to Add Additional Fields to Salesforce

Adjust your Invoca Call Log layout in Salesforce to display additional Marketing Data fields beyond the default set.

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Objective

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Steps

1. You can adjust the layout of the Invoca Call Log to choose which fields display — only a subset is shown by default, to avoid overwhelming users.
2. Find the Marketing Data slot ID on the Marketing Data dictionary page in Invoca — make sure all columns in the table are visible.
3. Edit the object layout in Salesforce and add the fields where you want them to appear. The field name/value follows a pattern like customer_string_name_1 and customer_string_value_1, where 1 is the slot ID. Editing the Salesforce object layout itself is a standard Salesforce process.

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Where to go next

• Salesforce Sales Cloud: Data Flow and Matching Logic
• How to Troubleshoot Marketing Data Not Populating a Field on the Lead, Account, Contact, Opportunity, or Case
• Salesforce Sales Cloud: Integration overview