ZynBit does not require any internal customization to working with custom objects. When custom objects are created in Salesforce and are accessible to the current user, they will appear automatically in ZynBit. All attributes of the object will act exactly as configured in Salesforce. Below, the Customer Success items object appears from Salesforce and a record can be created for a new Customer Success Item.
Please Note: In order for an object to appear in ZynBit, it must be related to a contact or account.
The orange + allows you to create a new object. A form will come up like the one on the right and you must fill out the mandatory fields and then click create at the bottom.
Once the record has been created you can refresh your sidebar and it will display the amount like on cases in the screenshot above.
If you click the object name the green A – Actions toolbar is available with additional options.
The record will perform just like any other ZynBit record. The Name field is the field which will be displayed in the related list section of the ZynBit task pane. When the option to View in Salesforce is chosen, the Salesforce application is opened and the relevant record is displayed.