It's easy to add custom fields to the webform for your customers to fill in. Want to capture their customer number? Just add it. Want to get the address for the appointment for a field visit? Just add it.
The good news is that all Salesforce rules for the field apply - use text, picklist, tickbox - any field type you would like to use.
Ok, so maybe it's a medium difficulty exercise because you need to be a bit familiar with the Salesforce setup area. Salesforce doesn't show the field names too well and some appear to be the same in the setup list so you might need to experiment to make sure you're getting the one you want.
**If you use Leads - look at the special instructions at the end**
Here's the step by step.
Step 1- make sure you have the field in your Contact (and Lead if you're using Leads) objects in Salesforce. To set that part up, follow these instructions https://help.salesforce.com/articleView?id=adding_fields.htm&type=5
Step 2- go into Setup, select Contact then Field Sets
Step 3 - select the Appointiv field set to edit
Step 4 - Add fields from your Contact (or Lead) object to the Appointiv Field Set
That's it! Now your webform and create appointment areas will include the new fields.
* Note that any Required Fields on your Lead, Contact or Person Account objects will need to be filled in on the webform. Salesforce will throw an error if they're not included. We tried to make it easier for you to see them by making all required fields on the object automatically appear on the webform. So if there are fields mysteriously appearing on the form, go and check the object and see if they have the "Required - Always require a value in this field in order to save a record" box ticked. Untick that and they'll go away. (Thanks Lee for reminding me add this to the article!)
** If you're using Leads - Appointiv will use the Leads field set for both Lead and Contact. So you will want to make sure that you have matching fields in both objects. It is usually not an issue but double check by testing both a new customer which will create a Lead and then an existing customer which will update their Contact.
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