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Result: The Object Summary page is displayed.

Result: You can also select custom Salesforce objects as described in How to add a custom Salesforce object to the Bold360 Salesforce panel.

1. Click the object name to see its details and enable it at the top of the page.
2. From the Select Channel(s) drop-down list, select a channel that you want to support.
   Note: Currently, only the Chat channel is supported.
3. Set Permission to Read/Create.
4. Select a Salesforce object page layout, which defines the relevant fields that users can view and edit in Salesforce. Click Save when you are done.
5. Under Field Mapping, click Configure to set up the mapping between chat window fields and the fields of the selected Salesforce object.
6. Select a chat window to map its fields to your Salesforce account.
7. In the chat field mapping section, select the fields of your Bold360 chat window that you want to save to your Salesforce account. Click Add when you are done.
   Important: For field mapping to work properly, you must be aware of which fields are available in Salesforce and what the equivalent of those fields are in the Agent Workspace.
8. For each Digital DX chat field, select a corresponding Salesforce field from the drop-down lists. This way, you can automate the process of filling in customer information.
9. Click Save.

   Result: To set up the field mapping between multiple Bold360 chat windows and your Salesforce account, you must repeat the configuration process from step 4.f.