The Koncert's Administration » Custom Fields tab is used to bring up the custom fields from Salesforce and enable them to be used in the Koncert portal.

By default, Koncert includes the mandatory fields from Salesforce and automatically maps with the respective Koncert fields. The mandatory fields cannot be deleted.

Additionally, for the Salesforce org, only the columns Koncert Fields, Salesforce Lead Fields, Salesforce Contact Fields, Salesforce Activity Fields and Action will be available.

If necessary, you can map any remaining fields, like Contacts, Leads, or Activity, by selecting the dropdown menu under the respective Salesforce Fields columns across the corresponding Koncert fields you want to map.

The fields Comments, Due Date and Subject are retrieved from Salesforce and displayed under Salesforce Activity fields, where the Subject Field will be automatically mapped with the corresponding Koncert field.

You can map the remaining two fields from the list of fields in the dropdown.

Add and Map a new custom field

Below you can find instructions on how to add a new custom field:

1. Click the Add a Field button at the top-right.

2. Upon clicking the Add a Field button, a Koncert Field Mapping window will be displayed.

3. Select the following information: All the fields are mandatory.

• Koncert Field Name – Enter the required name.

• Field Type – Select the field type you want to create.

The below field types are supported by Koncert.

• • Checkbox
  • Date
  • Dropdown - The values from Salesforce will be automatically fetched once the custom field is mapped to the corresponding Salesforce dropdown (picklist) field.
  • Integer
  • Numeric
  • Phone
  • Textarea
  • Textbox - Upon selecting this, you must select either Text or URL under the Control Type dropdown.
  • Timestamp

• Read Only – Defaults to No, allowing you to edit the field. If needed, you can change it to Yes to only view the field but not to edit it.

4. Click Save. A confirmation message saying ‘Custom Field Added’ will be displayed.

NOTE: The alert message below will be displayed if you try to add a field that already exists.

5. The newly added field will be displayed under the Koncert Fields column, as shown below:

6. Map the required Salesforce field to the newly created Koncert Field and Click Save.

7. A confirmation message saying ‘Fields Updated’ will be displayed.

8. The Koncert Field will be mapped to the Salesforce Field, as shown below:

In addition to this, the created custom field will be added and available under the Dialing Session tab » Manage Columns window. You can make the field available under the Dialing Session tab if needed.

Refer to the article How do I move my columns around in Session? for detailed information.

In addition to this, you can edit the Custom field in the Prospect Information window or the Call Disposition window » Prospect Fields which will be automatically updated in Outreach.

Edit a Custom Field Name

You can now modify the Koncert Field Name as your wish.

Below you can find instructions on how to edit a custom field name:

1. Click on the field name that needs to be modified.

2. After the Koncert Field Mapping window pops up, modify the field name as required and click Save.

3. A confirmation message saying ‘Fields Updated’ will be displayed.

NOTE: You cannot edit the mandatory fields. However, the user can click on the field and view the details.

Delete a custom field

Below you can find instructions on how to delete a custom field:

1. You can delete the custom fields by clicking the Delete  icon under the Action column.

2. The confirmation message shown below will be displayed. Click Delete to delete the custom field or click the Close icon to cancel the deletion process.

3. After successful deletion, the message shown below will be displayed.

NOTE: You cannot delete the mandatory fields, as the Delete  icon will be disabled and grayed out.

The mandatory fields are:

Account Name, City, Comments, Contact Name, Created Date, Due Date, Email, Engagement Score, Extension, First Name, Last Name, LinkedIn URL, Modified Date, Phone, Prospect Stage, Record Type, Report Name, Sequence Name, State, Step Display Name, Subject, Timezone, Title and Website / Website URL.

In addition to the above mentioned fields, the following fields will be available by default when an org is created.

• • CRM Link
  • Mobile
  • Mobile Extension

If you would like to add any custom field of your wish/preference, please reach out to Koncert Support at support@koncert.com

Field Types Supported

The Salesforce field types supported by Koncert are as follows 

• Contact/Lead

• • Checkbox
  • Date
  • Date/Time
  • Number (Whole)
  • Number (10,2)
  • Picklist/Dropdown (Need Values)
  • Phone
  • Text (255)
  • Text Area (32,000)
  • URL
  • Timestamp

• Task/Activity:

• • Number (Whole)
  • Number (10,2)
  • Phone
  • Picklist/dropdown
  • Text
  • Text Area
  • URL

NOTE: Please reach out to Koncert Support at support@koncert.com to add new field types of your wish/preference.

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.

NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.