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. Responsive image Next you need to specify where this Salesforce/i360 API name should map to in SalesPro.
    1. Click the Responsive image 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.
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