Finding Salesforce field API names to query in Opensense
Overview
Section titled “Overview”Opensense can query your Salesforce data to personalize company email signatures, based on Contact, Account, and Lead objects. The way a field is displayed in Salesforce isn’t always what’s needed to query it. Salesforce gives each field an API name, and other apps, like Opensense, query fields by that name.
Finding a field’s API name
Section titled “Finding a field’s API name”-
Sign in to Salesforce.
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Select the gear icon in the upper-right corner, then Setup.
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In the top menu bar, select Object Manager.
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Type
Contactin the Quick Find box, and select the Contact object. -
In the left sidebar, select Fields & Relationships.
You see all the fields on the Contact object, with each field’s label, API name (the Field Name column), and data type. Select a field to see its description and other details. Custom field API names end in
__c.
For Account or Lead fields, select that object in step 4 instead.
Configuring the fields in Opensense
Section titled “Configuring the fields in Opensense”When you’ve found the fields you want to use, give their API names to your Opensense Customer Success Account Manager (CSAM). Your CSAM helps you with your Opensense account configuration.