Custom Attributes for Salesforce Campaign Member Page – SharpenCX

After you’ve installed the integration to Salesforce, you’ll need to add a few additional fields to your campaign.

This change only needs to be done once—so you may only need to spot check the required fields below and then continue on.

If you have not installed the basic salesforce connection and configured your Call Center in the Salesforce settings, please do so before continuing

Navigate to the Campaign Object in Salesforce by going to Setup (the gear next to your profile icon in SFDC). Then, navigate to Objects and Fields > Object Manager. Select the “Campaign” Object.

Click Fields & Relationships on the left side, and then click the Type field. Scroll to Campaign Type Picklist Values and add “Fathom Sales Accelerator” as a value.

Select all record types, Child, Grandparent, and Parent and save.

Next, navigate to the Campaign Member Object.

From the Campaign Member page, click “Fields and Relationships.”

Verify the fields automatically added by the package and add the Priority and Delay_Until fields to the Campaign Member object. All fields are necessary in order to ensure your campaign runs smoothly.

Custom Attribute Field Label	Field Name (__c will be appended)	DataType	Method to Add	Notes
importedFathomQ	SharpenCTI__importedFathomQ__c	Checkbox	Automatic via managed package install
fathomQImportError	SharpenCTI__fathomQImportError__c	Checkbox	Automatic via managed package install
Priority	After you save… Priority__c	Number Number options should be set to length: 2, decimal places: 0	Manual	Required should be unchecked What to expect If you don't have this field? the Logic flow in agentless will not execute.
Imported Q Time	SharpenCTI__Imported_Q_Time__c	Datetime	Automatic via managed package install
MemberTimezone API	membertimezone_api__c	Text (50 for length)	Manual	Required should be unchecked What to expect if you don’t have this field? You will not be able to adjust import based on the campaign member timezone (all contacts will adhere to the same schedule).
Delay_Until	After you save… Delay_Until__c	Datetime	Manual	Required should be unchecked What to expect If you don't have this field? Statuses will never advance to the next stage in some Salesforce environments
Callback date/time	SharpenCTI__Callback_date_time__c	Datetime	Automatic via managed package install