> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.cooby.co/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Salesforce Customize Lead/Contact Properties

If you want to change the lead/contact properties shown at the Salesforce sidebar at your WhatsApp page, you will have to adjust the custom metadata types in Salesforce settings.

### How to customize lead/contact properties

1. Go to Settings -> search and click **Custom Metadata Types**

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/1_wznj5i.png)
2. Choose whether you want to customize Contacts or Leads page. Click **Manage Records** to edit.

|| We currently don't support customizing Opportunities yet.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/2_esyw5k.png =980x488)

3. Click **Edit** to edit the fields or click **New** to create your own record.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/3_10zmaqj.png =980x391)
4. Input the record type name in the **Record Type Name**. Input the fields’ API name in the **Field Names**, and separate the values with new lines. Click **Save**.

||| The **Record Type Name** must be exact match the Contact **Record Type Name**. If a record type is not found, Cooby will fall back to the Master fields.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/4_uur7f9.png =980x406)

| **How to get the field names?**

Go to your **Object Manager** -> Search and click **Contact** -> Click **Fields & Relationships** -> Paste the FIELD NAME column to find the properties you want to add.

5. Once done, please return to your [Salesforce Admin setup page](https://app.cooby.co/integrations/guides/salesforce/admin-setup), click **Enable permission set** to retrieve the new required fields permission set.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/5_147x2dr.png =980x588)
# Expect Results:

### Custom types and field:

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/tf_1gxddcr.png =950x320)
### Custom display:

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/displa_1gh5xi9.png)
We hope this document helps you better understand how Cooby works. For any concerns or questions regarding Salesforce integration, kindly email us at [support@cooby.co](mailto:support@cooby.co) 💜