Configure Deltek to Connect to Salesforce

In Deltek Browser, you must use the Integration & Import Utility to enable theSalesforce Integration and configure the connection settings.

To configure Deltek to connect to Salesforce:

1. In the Navigation pane, go to the Utilities section and select Integrations & Imports.
2. Select the Salesforce tab.
3. Enter the Consumer Secret and Consumer Key that were documented in the Enable Salesforce to Communicate with Deltek procedure.
4. 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.
5. Click Disconnect at any point to disconnect Salesforce from Deltek.
6. If the connection is not successful, Connection was not Successful displays. 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 Verify Salesforce Connection Information procedure for more information.
7. Click the View Last Error Log to view details from the most recent error log. See the View Error Log procedure for additional information.