Custom fields and objects in Salesforce

Create custom fields and objects in Creatio

Creatio custom fields to support Merchant Service Provider integration.

Mandatory

At a minimum, we need three new custom fields for Accounts, one field for Opportunities and one field for Products to be added in Creatio as soon as possible. They will help with bi-directional flows as well as speed up operations and ensure better linkage between Creatio objects and your Merchant Service Provider records.

Account Record

Go to “Setup” in Creatio, then on the left sidebar click on “Customize“, then on “Account“, then on “Fields” links. Scroll down to see the list of existing custom fields and click on the “New” button above that list.

The field type is “Text”, label is “QB (or Financial Account Abbreviation) Full Name“, maximum length of the field is 210 characters. Continue clicking “Next” and then “Save“.

Click on the “New” button again in the account custom fields list. This time, use the “Date/Time” field type. The label for this field is “QB (or Financial Account Abbreviation) LastModified“. Continue clicking “Next” and then “Save”.

Click on the “New” button again in the account custom fields list. This time, use the “Picklist” field type. The label for this field is “Active“. Continue clicking “Next” and then “Save”. We always need a custom field with API name of “Active__c” – picklist with two values “Yes” and “No”

Opportunity Record

Click on the left sidebar click on “Opportunity”, and then on “Fields”. Scroll down to the list of existing custom fields and click on the “New” button. The field type is “Date/Time”, and label is “QB (or Financial Account Abbreviation) LastModified“. Continue clicking “Next” and then “Save“.

Product Record

Finally, on the left sidebar click on “Product”, and then on “Fields”. Scroll down to the list of existing custom fields and click on the “New” button. The field type is “Date/Time” and label is “QB (or Financial Account Abbreviation) LastModified“. Continue clicking “Next” and then “Save“.

Additional Optional Fields relating to your Configuration Selections

In Creatio

1. 1. Contact Objects
      1. If your primary contact for an account is determined by a contact-level custom field, we need a custom field with the name of “Level” of type Picklist with following possible values – Primary, Secondary, Tertiary
   2. Account Object

1. If you have selected the 30/60/90 option, you will need to create the following custom fields in the Account Object:

2. We need the following fields to be accessible by integration user – this means they must be checked “Visible” in the security setting. (below are field names, not labels): If you’re running Creatio Professional, you will need to go into Page Layout and drag the fields down to make them visible.

• • • Account Number
    • Description
    • Fax
    • Employees
    • Parent Account
    • Phone
    • Rating
    • Type
    • Website

3. If your primary contact for an account is determined by contact lookup in account, we need a custom label of “Primary Contact” with a field name of “Primary_Contact” with the type Lookup Relationship (Contacts)

1. Opportunity Object
   1. If Transaction number is generated in SF, the custom field that stores your Merchant Service Provider Transaction Number needs to be auto numbered and unique
   2. If your primary contact for an account is determined by contact lookup in account, we need a custom label of “Primary Contact” with a field name of “Primary_Contact” with the type Lookup (Contact).
   3. If you are integrating Opportunities to Sales Orders, Sales Receipts, Invoices or Purchase Orders, create the following fields, Text (11) and put them in your Merchant Service Provider Integration section. These fields are unique.

4. If you are using custom billing and shipping address fields in your opportunities, we expect them to have the corresponding names:

1. 1. 4. Product Object

a. If you answered “Yes” on the setting “Creatio Support for Inventory items cost required” then you need to create two custom fields in the Product Object for Item Cost and Vendor. Their names should be:

• • • • • QB (or Financial Account Abbreviation) Parent Name
          • The field type is “Text” and the length is 41
        • Unit Cost
          • The field type is “Currency” (10/2)
        • Vendor
          • The field type is “Text” and the length is 41

b. If you answered “Yes” on the setting “Creatio Support for Item weight required” then you need to create custom field in the Product Object for Item Weight. The name should be:

• • • • • Weight
          • The field type is “Number” (10,2)

Creatio custom objects to support Merchant Service Provider integration to Creatio.

The objects below are utilized for your Merchant Service Provider to Creatio flows only (without the Payment Gateway). If the Payment Gateway is used, payments transactions will be in the Transaction Object associated to the Payment Gateway.

Payment Object

To receive Payment information from your Merchant Service Provider, you need to define a Payment Object and link it to the Account, Opportunity or Invoice Custom object you created.

To set up the Payment Object

• • • • • This is the link that will create the Payment Object in your Creatio Account

1. 1. 1. 1. 1. 1. Go to Setup, Create, Objects
               2. Select New Custom Object
               3. The Label Name is Payment QB
               4. The Plurals Name is Payment QBs
               5. All else is default, click Save
               6. Now, let’s create the Custom Fields in the Payment Object
               7. Go to Custom Fields, click on New

Credit Memo Object

To receive Credit Memo information from your Merchant Service Provider, you need to define a Credit Memo Object and link it to the Account, Opportunity or Invoice Custom object you created.

To set up Credit Memo Object

• • • • This is the link that will create the Credit Memo Object in your Creatio Account

1. 1. 1. 1. 1. Go to Setup, Create, Objects
            2. Select New Custom Object
            3. The Label Name is Credit Memo
            4. The Plurals Name is Credit Memos
            5. All else is default, click Save
            6. Now, let’s create the Custom Fields in the Credit Memo Object
            7. Go to Custom Fields, click on New

Transaction Object Detail for Creatio to QuickBooks

Mandatory

If you are running Creatio, you will need to choose from the selection of fields below to support real-time, batch and recurring Payment Processing.

In Creatio

Fields & Relationships