Inflection supports Account objects (read-only from Salesforce). An account is created in Inflection when a corresponding account is created in Salesforce. The members of the account are synchronized along with the account.

Each account has a page containing the following details

1. Account fields has the details synced from Salesforce related to the particular account.
2. Account Members has a list of all the people associated to the account.
3. Salesforce tab has the link to the accounts page in your Salesforce account.

How to get started

For new Salesforce Connections:

1. Enable “Sync Accounts” while setting up a new Salesforce connection.

1. Customize fields to sync in the Account Mappings tab in Data Management, which has a list of all the standard fields being mapped. Additional custom fields can also be added.

For existing Salesforce Connections:

1. Got to the Salesforce connection page from Data Connections tab. Click on General Settings Tab and enable “Account Sync”

Adding custom fields to map to Accounts

You can customize and review the fields being mapped from Salesforce to Inflection in the Account Fields tab in Connections. Click on “Edit” in Account Fields Tab to add custom fields or customize existing fields.