Select your Objects
In Salesforce, Objects store the field definitions and records that make up your data. As your organization data may contain many objects, you will likely only use a subset of those within Work-Relay. For this reason you'll want to indicate which objects in your org are available to Work-Relay.
Work-Relay Setup
- Click on the Setup tab to Access the Objects Settings page.
- Select the objects needed from the All Objects column.
- Click the >> move the objects you want to see in Work-Relay to the Allowed Objects column.
You can reverse the process to move items no longer needed in Work-Relay out of the Allowed Objects column.
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