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Custom Fields

How to work with Saber custom fields in Salesforce

Joey van Ommen avatar
Written by Joey van Ommen
Updated over a week ago

During initial sync, Saber creates a series of custom Account and Contact fields in Salesforce. However, you will still need to add these fields to your page layouts in order to see them.

Page Layouts

  1. Navigate to Setup > Object Manager > Account

  2. Select Page Layouts

  3. Choose your desired layout (e.g., "Account Layout")

  4. Drag Saber custom fields from the palette to appropriate sections

  5. Save the layout

Best Practices

  • Group Sabers fields in a dedicated section (e.g., "Saber Intelligence")

  • Place the Saber Account URL field prominently for easy navigation

  • Consider field-level security if restricting access to certain data


Additional Custom Fields

Are you missing any specific Saber data in your Salesforce? Reach out to your Saber account manager, and the team will be able to map Saber data to your desired fields.

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