Description of Problem
I created a new Salesforce field and it's not visible on Vitally's Salesforce integration page. This is preventing me from syncing the field to Vitally, as I can't select it as a drop-down option.
Potential Reasons for the Issue
Scheduled Sync Hasn't Occurred Yet:
Newly added or updated fields in Salesforce will take at least one hour to sync with Vitally.
Configuration Problem with the Field Type:
The new field may not be one of our supported Salesforce field types.
Step-by-Step Solutions
Confirm Field Type & Configuration in Salesforce
Open your Salesforce account and navigate to the field settings
Reference our Salesforce Supported Field Types to verify your field is one of the allowed options (e.g., Text, Text Area, Number, etc.)
Wait for Hourly Sync
Newly added fields may take up to 60 minutes to sync with Vitally
Refresh the integration page in Vitally periodically to confirm the field appears
Contact Support
If the issue persists, contact Vitally Support with these details:
The field name
Screenshot of Salesforce field settings
FAQ
Q: Why is my Salesforce field not appearing in Vitally?
A: This is likely due to a sync delay. It can around 60 minutes for new fields to appear in Vitally.
Q: Are there specific requirements for field syncing?
A: Yes, the field must be visible to the integration user in Salesforce and one of the Supported Field Types.
Q: What if the field still doesn’t appear?
A: Double-check the field type in Salesforce and ensure it is supported by the Vitally integration. If the issue persists, contact Vitally Support.