This step allows you to request additional information from the user by populating specific Salesforce fields on the Reservation.
A common example is collecting the number of participants, stored in the B25__Quantity__c field.
When creating a Frontend in Reservation mode, the Custom Fields step is preconfigured with the B25__Quantity__c field.
This step is optional and can be disabled or deleted. It can also be moved to any position before the Summary step within the customer journey.
When placed before the Timeslot Selection or Reservation Selection step, the data collected in this step is included in the request sent to Salesforce and can be used for conflict checking.
Step Configuration
Fields
This section allows you to define which Salesforce fields the user is can populate.
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Fields can be marked as Required.
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Fields can be added by clicking the Add Field button.
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Only fields from the
B25__Reservation__cobject can be added.
If a field is required in Salesforce, it will automatically be marked as Required.
You can make such a field optional in the frontend, but this will result in an error during reservation creation if Salesforce requires it.
Translations
Fields added support RichText for their translations.
RichText labels
Rich Text formatting is available for input field labels displayed in the Custom Fields and Personal Information steps.
If a label supports Rich Text, a formatting icon is displayed to the right of the label title. Clicking this icon opens a modal where you can edit and format the label content for each configured language.
This allows you to apply formatting such Bold, Italic, Underline, Strikethrough and Link.
When using links, they will open in a new browser tab or window. For your users’ safety, ensure that all added links point to trusted and secure destinations.
Multi-line content is not supported to preserve the Frontend Builder formatting.