How can I create a custom field and add it to CX Sales Mobile?

You can create a custom field and add it to the CX Sales Mobile application.

The configuration involves three major steps:

1. Create the custom field for the Sales application.
2. Make the field available in Adaptive Search.
3. Add the field to CX Sales Mobile UI using the CX Sales Mobile Composer tool in Application Composer.

Create the Custom Field

1. Enter a sandbox where Application Composer is an active tool
2. Open Application Composer.

   For example, you can open Application Composer by selecting it from the sandbox Tools menu.

3. In the left pane, search for the object for which you want to create the field.
4. Expand the object node.
5. Click Fields.
6. In the Fields page, click Create.
7. On the Select Field Type window, select the type of field you are creating.
8. Enter the required information for the field. What you enter is different for each field type. For details, see the topic Field Types and Field Properties.
9. Make sure the Include in Service Payload check box is selected.
10. Click Save and Close.
11. Click on the sandbox name and select Publish.
12. On the Sandbox Details page, click Publish again.

Make the Field Available in Adaptive Search

Follow the instructions in the topic Make Additional Fields Searchable.

Add the Field to the CX Sales Mobile UI

Follow the instructions in the topic Configure the App Using the Configuration Tool and related topics in the Implementation Reference guide.