Salesforce Tab of the Integrations & Imports Form

Use the Salesforce tab of Integrations and Imports to configure Deltek to connect to your Salesforce instance to allow linking of opportunity, account, and contact records.

Enable Updates

Use the settings below to connect your Salesforce instance, define when and what information is imported and what existing rules should be honored.

Be sure to complete all sections before enabling updates.

Use the following fields on the Integrations tab to set up the integration with Salesforce.

Integration with Salesforce is only available for the CRM application. If you have not activated the CRM application, the Salesforce tab does not display.

Field	Description
Active	Select this option 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.
Inactive	This option is selected by default.

Connect Your Salesforce Instance

Use these fields to enter the Salesforce-required information for establishing the connection. You must have ADMIN rights to the Salesforce application to complete these fields and specify the consumer secret and key for connecting to Salesforce:

• Enter the Connected App Name, API Name, and Contact Email fields.
• In the Callback URL field, enter https://stormqe1.deltek.com/storm/vision/salesforce/callback (all lowercase).
• 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.

Field	Description
Consumer Secret	Enter the Consumer Secret that is provided by Salesforce when you connect your Salesforce instance.
Consumer Key	Enter the Consumer Key that is provided by Salesforce when you connect your Salesforce instance.
Connect	Click this option to connect the Salesforce instance to Deltek. One of the following displays based on the status of the connection. When the connection is successful, Salesforce was Successfully Connected displays in the top banner and the Data Update Options, Advanced Options, and Data Mapping sections are enabled. If the connection is invalid, Connection was not Successful displays. After a successful connection, the Connect button changes to Disconnect. Click Disconnect at any point to disconnect Salesforce from Deltek and to disable the All Data Update Options, Advanced Options and Mapping.

Data Update Options

Field	Description
Schedule Your Data Update Intervals	Select the interval for how often the Deltek data is updated with Salesforce records. Details about the last update and next scheduled update display based on the option selected.
View Last Error Log	Click this link to view details from the most recent error log. Failures are recorded in an error log table and if alerts are configured, and Deltek sends a notification alert to the users with roles impacted by the failure. All failed records are included in the next import process.
Import Record Options	Select to import either new records or new and existing records. Selecting only new records does not update or overwrite any information in the Deltek database. For example, if you import initial opportunity information into Deltek and want to manage the opportunities in Deltek, you must select the Import only new records option. Or, if you want to manage your records in Salesforce and will have the Salesforce data update the Deltek information, select the Import new records and update existing records option.
Add a Filter for New Record Imports	When importing new records, specify a filter for the type of opportunities to import. For example, you can choose to only import opportunities that are at the Qualified stage in Salesforce. You can select multiple filters as needed.
Update Now	Click Update Now to manually run the data update. This option is enabled when Enable Updates is set to Active.

Advanced Options

Field	Description
Honor Screen Designer Required Fields	Select this option for imported records to apply the screen designer required fields. When selected, new records will not be created if a required field is empty or not mapped.
Error Notification Method:	Select the type of notification method to use for errors: Email: A failure triggers an email that is sent to the users assigned to the selected security role. Notification Center: Users in the selected security role can open the Notification Center and view errors. This is selected by default.
Security Role for Error Notification	Specify the security role for the users that should receive the error notification. This field includes all security roles that are configured for Deltek.
Honor Workflow Rules on Import?	Select this option for workflow to apply to imported records. For example, when this option is selected the workflow that is associated with the creation of a new record will be triggered when importing new records when Honor Workflow is set to Yes.

Data Mapping

Use the Opportunity Mapping, Account Mapping, and Contact Mapping options to specify the data that is pulled in from Salesforce to Deltek for each area.

When you select Opportunity Mapping, Account Mapping, or Contact Mapping, the fields in the grid for both Salesforce and Deltek update to reflect each area.

You must refresh the page for the updates to take place.

Field	Description
Salesforce Field	This column displays the standard Opportunity, Account, and Contact Salesforce fields that are mapped to the Deltek fields. You can add additional fields as needed for your application.
Deltek Field	This column displays the standard Deltek fields as well as any user-defined fields. You can add additional fields as needed for your application.
+ Add Salesforce Field	Click + Add Salesforce Field to add a salesforce field to map to a Deltek field.
Delete a Field	Click the X at the end of a grid row to delete a field mapping from the grid and from the applications.