Configurable layouts provide you with the ability to choose the fields you want added to a specific Vivun object. With seamless syncing with Salesforce, fields are automatically pulled into Vivun Configuration, making it easy to add new fields.
Expert Tip: You need to first create Custom Fields inside of your Salesforce org on the specific Vivun object. For Opportunity, Account, and TMR Custom Fields, you must then add them in Vivun Setup before they are available to be added to the Hero page layout. For Product Gaps, Account Gaps, Opportunity Gaps, Deliverables, and Hero Activities, once the Custom Field is created in Salesforce, it is added to Vivun by default and can be selected to add to the Hero page layout.
Add Custom Fields to Vivun and Layouts
Opportunity
Once you have a Custom Field created in Salesforce, you can add it to the Opportunity, and then add it to the Opportunity Layout in Vivun. By default, fields added to Opportunity Fields are only visible as columns in the List View. To see which types of Custom Fields are supported in Vivun, click here.
Opportunity Fields
Login to Vivun.
Navigate to Setup > Configuration.
Expand Opportunities.
Click + Add new field under Opportunity Fields.
Note: You can add as many fields as necessary.Click X to remove an Opportunity Field.
Opportunity Layout
Navigate to Setup > Configuration.
Expand Layouts.
Click ⚙ next to Opportunities.
Click +Add new field and select a custom field from the dropdown.
Note: You can select as many custom fields as needed.
Click the dots and drag and drop to reorder them as needed.
Click Save.
Account
Once you have a Custom Field created in Salesforce, you can add it to the Account, and then add it to the Account Layout in Vivun. By default, fields added to Account Fields are only visible as columns in the List View. To see which types of Custom Fields are supported in Vivun, click here.
Account Fields
Login to Vivun.
Navigate to Setup > Configuration.
Expand Accounts.
Click + Add new field under Account Fields.
Note: You can add as many fields as necessary.Click X to remove an Account Field.
Click the dots to rearrange the Account Fields by dragging and dropping.
Account Layout
Navigate to Setup > Configuration.
Expand Layouts.
Click ⚙ next to Accounts.
Click +Add new field and select a custom field from the dropdown.
Note: You can select as many custom fields as needed.Click the dots and drag and drop to reorder them as needed.
Click Save.
Add Vivun Specific Object Custom Fields to Layouts
The Product Gaps, Account Gaps, Opportunity Gaps, Deliverables, and Hero Activities Custom Fields must first be created in Salesforce. They are then pulled in to Vivun automatically, and can be added to Layouts. By default, custom fields added to Vivun objects are only visible as columns in the List View. In the example below, Account Gaps are used.
Layouts
Navigate to Setup > Configuration.
Expand Layouts.
Click ⚙ next to Account Gaps.
Click +Add new field and select a custom field from the dropdown.
Note: You can select as many custom fields as needed.
Click the dots and drag and drop to reorder them as needed.
Click Save.
Team Member Requests
The Team Member Request Custom Fields must first be created in Salesforce. They are then pulled in to Vivun automatically, and can be added to TMRs.
Navigate to Setup > Configuration.
Expand Team Member Requests.
Click ⚙ next to the TMR Type.
Select Layout.
Click +Add new field and select a custom field from the dropdown.
Note: You can select as many custom fields as needed.Click the dots and drag and drop to reorder them as needed.
Click Save.
View Custom Fields
Select Funnel or List view to view the newly added field.
Click on an existing Hero Object entry or click New on the Vivun Object to see the new field.
