Customization

External Reference Fields

As of version 1.5.0 of AlumnIQ Sync, custom ride-along fields have been added to the sync process so that you can more easily adapt the information captured in AlumnIQ to your own (or your overlay object) fields. The intent is to help you build flows using helpful foreign key values attached to the right hooks within AlumnIQ.

See the version 1.5.0 release notes for the fields and how they map.

These fields surface on the event, activity, event fee, and activity fee setup screens in AlumnIQ. We recommend you set labels that make sense to your organization and related to your specific needs to help your colleagues place the proper values in the proper places.

In the AlumnIQ Admin: Events > Settings and scroll all the way to the bottom to find the External References section. Labels left blank will result in the field being hidden from view; we figure if you're not labeling it, you're not using it.

Overriding Field Labels Using Salesforce Translation Workbench

Overview

Salesforce allows administrators to override the labels of fields provided by installed managed packages using the Translation Workbench. This makes it possible to rename fields so they better match your institution's terminology without modifying the underlying package.

For example, our managed package includes a field named "Custom Reference 1", your organization could relabel it to something more meaningful such as "Student ID", "Campus Code", or "Membership Level".

These changes only affect how the label appears in the Salesforce user interface and reports. The underlying API name and data structure remain unchanged.

Why This Is Useful

Different organizations often use different terminology for the same concepts. Translation Workbench allows you to:

• Align field names with your internal terminology

• Improve usability for your staff

• Avoid confusion when fields have generic names

• Customize the user experience without modifying the managed package

This is especially helpful for fields intentionally designed to be flexible across different institutions.

How to Override a Field Label

Use the Translation Workbench in Salesforce to override labels on our custom objects.

1. In Salesforce, click the ⚙️ Setup icon and select Setup.

2. In the Quick Find box, search for Translation Workbench.

3. Click Translate > Override.

4. Set the following options:

   • Package: Alumniq Sync.

   • Language: Select your organization's language (commonly English).

   • Setup Component: Select Custom Field.

   • Object: Select the object that contains the field you want to relabel (IE IQ Event).

   • Aspect: Select Field Label

5. Locate the field in the list.

6. Enter the desired label in the Field Label Override column. Note double click in the cell to edit

7. Click Save.

Your new label will now appear throughout Salesforce, including page layouts, reports, and related lists.

Notes

• These changes only affect the display label, not the API name.

• Integrations and automation will continue to reference the original API name.

• Label overrides can be changed or removed at any time.

• Please see Override Translations in Second-Generation Managed Packages and Unlocked Packages for more information about the Translation Workbench.