Custom object in setup Salesforce Lightning — Classic

Custom object in setup Salesforce Lightning

To set up Sertifi on a custom object in Salesforce Lightning:

1. Navigate to the Object Manager tab from Set up.

2. Click Sertifi EContract in the Object list.

3. Click Fields and Relationships.

4. Select Lookup Relationship.

5. Select your custom object in the Related To dropdown menu, and then click Next.

6. Click Next for steps 3 - 5 of the wizard. You don't need to make any changes for steps 3 - 5.

7. Click Save on step 6.

8. Locate the API name of the custom relationship you just created by clicking Details in the Object Manager.

9. Copy and paste the API name of the relationship.

10. Add that API name to the Link Object Field in the Sertifi custom settings. For more information, see Customizing your settings.