Dynamic Checkout: Add fields to Checkout form

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If additional information is required besides the standard (address) fields there is the option to add fields from the account object to the form. You can do this by:

  1. Go to Salesforce Setup
  2. Search for Custom Metadata Types
  3. Click 'Managed Records' for custom metadata type 'Checkout Shipping Field'
  4. Add a new record by clicking the 'New' button
  5. Click 'Save' when values for the use case are entered

Field descriptions

Field Type Description
Label Text User friendly name of the record
Checkout Shipping Field Name Text Unique technical name of the record
Web Order Field Text The field name of a web order field, not required if 'Prepopulated Account Field' contains a value
Prepopulated Account Field Text The field name of an account field, not required if 'Web Order Field' contains a value
Order Number Used to display the shipping fields in order. The lower the number, the higher in the form it will be displayed
Hide Checkbox Will hide the value in the ui
Required Checkbox Adds validation that a value should be entered
Read Only Checkbox Will prevent the value from being changed