Add Spouse to i360 Appointment

To pull over the Spouse or secondary customer name from i360 to your SalesPro appointments you need to configure the appointment query under Workflow > CRM and Appointments. To do so first use the i360 secondary customer name field or API name i360__Prospect_Secondary__c. Enter this in the query after the word SELECT and followed by a comma. This will instruct SalesPro to pull over the secondary customer name. Next you need to specify where this Salesforce/i360 API name should map to in SalesPro.

1. 1. Click the button.
   2. Enter an App Title. (I.e. Customer Spouse Name or Secondary Customer Name)

1. Enter i360__Prospect_Secondary__c as the Salesforce API Name.
2. Select Text|Picklist as the Salesforce Data Type.
3. Select Spouse First and Last Name as the Map To field.
4. Switch the Display switch.