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People.ai Managed Package Installation

People.ai Managed Package Installation

Below are the number of custom fields required for each Salesforce Object necessary to install the People.ai managed package:

If your organization does not have the required number of custom fields available, you can initiate a hard delete request from Salesforce to remove additional fields.

If unable to free custom fields in your Salesforce environment, please contact your services team at cs-pmo-team@people.ai perform a package-less install of People.ai

Number of Fields Required for People.ai Managed Package

Object
SFDC fields needed for People.ai
Contact
19
Activities (Events & Tasks)
12
Lead
11
Account
11
Opportunity
12
Opportunity Contact Role
1
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