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Reordering Custom Salesforce Fields on an Action


If your site has Salesforce integration enabled to connect it to your Salesforce instance, you can include fields of your choice from the Lead object in Salesforce on an Action. These fields will appear between the Zip Code field and newsletter sign up checkbox.

Once you have added the field to your Action, you may reorder them within the Custom Salesforce Fields section by the following:

  1. Open the Action to which you wish to reorder your custom fields
  2. Click the Action tab
  3. Scroll down to the Custom Salesforce Fields section
  4. Mouse over the + sign in the Order column

  5. Click and holding your mouse 
  6. Drag and drop the chosen field to its desired position relative to the other fields
  7. Click Save
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