In this article you’ll learn how to configure your SF objects and how to add the Walnut demo objects into your Objects layout.
Currently, we support adding demo data to the Account, Opportunity, and Contact objects:
Account Configuration
Begin by logging into Salesforce. Enter the Setup Page and then select the Object Manager
Within the Object Manager, search for the Account object.
With the Account object, enter Page Layouts and then open Related Lists.
Look up Walnut in the Related Lists Quick find search tab.
Select the Walnut Demo Activity list and drag it to the Related Lists field below.
Once you've dragged the object into the the page layout, you’ll need to configure the properties that will be presented within Demo Activities.
We suggest adding the following fields:
- Demo View name
- Demo Name
- Demo Link
- Demo Session Started At
- User Email (viewer of the demo)
- Opportunity
Once you've added the new properties click OK and then save the updated page layout.