How to show fields

You’re able to add Salesforce fields to most of the View cards and Quick add in Brisk. These fields are editable and works as in Salesforce i.e. picklists will give you the same values as in Salesforce, free text fields are filled in as in Salesforce etc. It’s not possible to add new values or fields through Brisk, but as soon as they’re added in Salesforce you get them in your sidebar as well. Make sure to logout and login to make sure Brisk has the new settings.

Click the clip below to see how easy it is to add and edit your Salesforce fields from Brisk.

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