Creating Custom Objects

Not all Salesforce accounts are created the same. We understand that.

You may have standard or custom objects that are not mapped by default to Spinify. You can create new objects in Spinify to be used on leaderboards or achievements.

Prerequisite

You should already have the Salesforce Spinify App installed in your Salesforce Instance. Version 2.33 and above is required.

If you need assistance with this - view our help article on Installing Salesforce

Step 1 Switch to Spinify App

In Lightning

  • Go to the App Launcher
  • Select "Spinify" app.
sf-lightning-fields-1.jpg

In Classic

  • Choose the App Drop down
  • Select "Spinify" app.
sf-classic-fields-1.jpg

Step 2 - Select the Mapping Object

  • Select "Setup Sync" on the "Custom Sync" section.
Custom_Sync.png
  • Choose to create a new record.
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Step 3 - Create the Mapping

You will need to create the record mapping to Spinify by selecting the following:

  1. Salesforce Object: You can choose any standard or custom Salesforce object.
  2. Spinify Name: Select a name to be used in Spinify when using this object.

Step 4 - Customize Mapping

After creating the record you will need to choose which fields you want to sync across to Spinify.

To do this check out this help article: https://help.spinify.com/integrations/integrate-with-salesforce/customizing-salesforce-fields

Once the mapping has been completed you can start creating leaderboards and achievements using these new records.

Step 5 - (optional) Resync Past Records

Updating the mapping won't update historical records that have already synced over into MySpinify. If you'd like to update your past records with the new mapping, please follow the steps outlined in this article . 

 
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