Conga Product Documentation

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Adding Custom Fields to the Promotion Information Page

You can now add to the details that you want to capture on the Promotion Information page. You can include more fields such as check boxes, number, dates, texts, currency, pick lists, multi-pick lists, and other fields that Salesforce supports.

For example, you want to include a field to capture the industry for which you are rolling out this specific promotion. You can add such a custom field on the Promotion Information page.

To add a custom field on the Promotion Information page

  1. Add a custom field for the Incentive object. Let's call this field Industry, which is a pick list from which users can select a relevant option.


  2. Add the pick list options you want to include. For example,
    • Healthcare
    • Industry
    • Manufacturing
    • Services
    • Telecommunication
    • Others
  3. Now Edit the Incentive Field set to add the Industry field.


  4. Click Save.

You have successfully added the Industry pick list to the Promotion Information page.