Connect Your Salesforce Instance

You must connect to your Salesforce instance to allow linking of opportunity, account, and contact records.

ADMIN rights to the Salesforce application are required to complete these fields and specify the consumer secret and key for connecting to Salesforce.

To connect your Salesforce instance to Deltek:

  1. In the Navigation pane, go to the Utilities section and select Integrations & Imports.
  2. Select the Salesforce tab.
  3. Select Active to run the update at the next scheduled time, which is based on the interval that is specified in the Data Update Options fields. Selecting Active enables the Update Now button. Select this button to run the update immediately.
  4. To access the following information, open the Salesforce application, select Create, and then select Apps from the Navigation Pane.
  5. Enter the Connected App Name, API Name, and Contact Email fields.
  6. In the Callback URL field, enter https://stormqe1.deltek.com/storm/vision/salesforce/callback (all lowercase). The Consumer Secret and Consumer Key display in their respective fields in the API Enable OAuth Settings form. See the Deltek Salesforce Integration Technical Guide for additional information.
  7. In the Available OAuth Scopes field, make sure Full Access (full) and the Perform requests on your behalf at any time (refresh_token, offline_access) options are selected. The Consumer Secret and Consumer Key display in their respective fields in the API Enable OAuth Settings form. See the Deltek Salesforce Integration Technical Guide for additional information.
  8. Enter the Consumer Secret and Consumer Key that are provided by Salesforce.
  9. Click Connect to connect the Salesforce instance to Deltek.
    After a successful connection
    • The Connect button changes to Disconnect.
    • A Salesforce was Successfully Connected message displays in the top banner.
    • The Data Update Options, Advanced Options, and Data Mapping sections are enabled.
  10. Click Disconnect at any point to disconnect Salesforce from Deltek and to disable the All Data Update Options, Advanced Options and Mapping.
  11. If the connection is not successful, Connection was not Successful displays.
  12. Click the View Last Error Log to view details from the most recent error log.

    Failures are recorded in an error log table. If alerts are configured, Deltek sends a notification center alert to the users with roles impacted by the failure. See the Troubleshoot Salesforce Errors online help topic for additional information.

Parent Topic: Integrate with Salesforce