Salesforce Field & Object Updates — April 2026

A working session with Lincoln Durham (QSC) and Karly Oykhman reviewed recently completed field changes and queued additional updates across several Salesforce objects. These changes are part of an ongoing effort to improve data quality and reporting capability.

See also: ^[1] | ^[2]

Tasks

• Details field added — A long-text Details field was added to the Task object, giving users space for comprehensive notes beyond the short Subject line.
• Compact layout — The Details field still needs to be added to the compact/creation modal so it appears when logging a task inline. (Pending — Karly)

Opportunities

Primary Contact Lookup

• A Primary Contact lookup field was added to the Opportunity object, allowing a single contact to be designated as the main point of contact for an opportunity.
• The field is visible on the full Opportunity detail view.
• Pending: Ensure Primary Contact also appears in the compact creation modal.

Redundant Fields in Creation Modal

• The compact Opportunity creation modal currently shows both Opportunity Name and Account Name as separate inputs, even though Account Name auto-populates from context.
• Action: Remove the redundant fields from the modal to reduce clutter. (Pending — Karly)

Industry Segment

• The Industry Segment field has been deployed on Opportunities and Contacts.
• It is not yet on Accounts — this is the remaining gap.
• Plan:
  1. Add Industry Segment to the Account object.
  2. Map existing data from the legacy Industry field.
  3. Hide the old Industry field once mapping is confirmed.
• Note: Lincoln will audit Account Type vs. Industry Segment for redundancy once both are fully populated, as there may be some overlap.

Lead Source

• New value to add: Office Visit — covers situations where a salesperson traveled to a prospect's location and that visit initiated the opportunity (e.g., a trip to Montana that led to a new engagement).
• Strategy clarification: The Leads object should be reserved primarily for automated inbound sources (Google Ads, web forms, social media campaigns) where campaign attribution data needs to be captured before converting to an Opportunity. Direct outreach where the account is already known should go straight to Account + Opportunity.

Account Type

New picklist values to add:

Previously added in the same field: Landscape Architect, Interior Designer.

Action: Karly to add the three new values. (Pending)

Business Channel

New picklist values to add:

Action: Karly to add both values. (Pending)

Open Action Items