Article Summary

Extend the AutoRFP Project Object with custom fields tailored to your organization's needs. This guide walks you through creating fields in both Salesforce and AutoRFP.ai, configuring how they appear, and linking them together.

Estimated Time

20-30 minutes

Prerequisites

Salesforce administrator permissions
A Salesforce organization (Essentials Org is not supported)
The "Admin" role in AutoRFP
The Salesforce app installed and configured
The Intakes feature flag enabled in your AutoRFP account

Step-by-Step Instructions

These instructions are broken down into parts. Each part contains easy to follow steps to complete. The parts are:

Create Custom Field In Salesforce
Configure Custom Field
Create Custom Field In AutoRFP.ai
Link Salesforce Field to AutoRFP.ai Field

Part 1: Create a Custom Field in Salesforce

Step 1: Navigate to AutoRFP.ai Project Object Manager

In Salesforce, navigate to Setup
Click Object Manager.
Locate and open the AutoRFP.ai Project object.

Step 2: Add the Field

Go to the Fields & Relationships page.
Click New and follow the prompts to create your field.
Take note of the Field Name - you'll need it later.

Part 2: Configure the Custom Field

Step 1: Open the Custom Field Config Metadata Page

In Salesforce, go to Setup
Search for Custom Metadata Types in the Quick Find box.
Click Custom Metadata Types.
Find the AutoRFP Custom Field Config type and click Manage Records

Step 2: Add a New Configuration Record

Click New and fill in the following details
- Name - A label of your choice.
- AutoRFP Custom Field Config Name - Auto-populated form the Nam field.
- Source Object API Name - Should default to autorfpai__AutoRFP_Project__c. If it doesn't, enter it manually.
- Field API Name - The Field Name of the custom field you created in Part 1.
- Is Active - Controls whether this configuration is active.
- Is Create Form Visible - Determines whether the field appears on the create form.
- Send To AutoRFP on Create - Enable this if you plan to link this field to a custom field in AutoRFP.
- Create Form Is Required - Makes the field mandatory on the create form.
- Create Form Section Label - Assign the same label to multiple fields to group them into a shared section.
- Section Order - Sets the display order of this field within its section.
Click Save

Part 3: Create a Matching Custom Field in AutoRFP

If you have already created the matching field you can skip to Part 4

Step 1: Navigate to Organisation Details Page

In AutoRFP.ai, open Organization from the side menu.
Click Details from the top navigation

Step 2: Add the field

The goal is to create a field in AutoRFP that closely mirrors the one you set up in Salesforce.

Scroll to the Project Details Section
Click Add Section and give it a name
Click Add Field enter a name, and choose the appropriate type using the mapping table below.
Click Save

Saleforce Type	AutoRFP Type
Picklist	Dropdown
Picklist (Multi-Select)	Multi-Select
Text	Text (Short)
Text Area	Text (Long)
Text Area (Long)	Text (Long)
Text Area (Rich)	Text (Long)
URL	Text (Short)
Phone	Text (Short)
Email	Text (Short)
Lookup Relationship	Text (Short)
Currency	Number
Number	Number
Percent	Number
Date	Date
Date/Time	Date
Time	Date
Checkbox	Checkbox