Add Spouse to i360 Appointment
Available in: Leap Pro, Leap Premium, and Leap Enterprise
To pull over the Spouse or secondary customer name from i360 to your Leap 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 Leap to pull over the secondary customer name.

-
- Click the
button.
- Enter an App Title. (I.e. Customer Spouse Name or Secondary Customer Name)
- Click the
- Enter i360__Prospect_Secondary__c as the Salesforce API Name.
- Select Text|Picklist as the Salesforce Data Type.
- Select Spouse First and Last Name as the Map To field.
- Switch the Display switch.

This article is for Dashboard 3.0. Click here to view the help article for version 2.9.