Integrate with Salesforce

Related Topics:

• Connect Your Salesforce Instance
  You must connect to your Salesforce instance to allow linking of opportunity, account, and contact records.
• Set Up Salesforce Data Options
  After you have established a connection with Salesforce, you can set up the Deltek data options to specify how and when Deltek records are updated with Salesforce information.
• Add Mapped Fields to the Data Mapping Grid
  You can add additional fields that you want to map between Salesforce and Deltek. Use the Data Mapping grid to add mapped fields for Opportunities, Contacts, and Accounts.
• Delete a Mapped Field
  You can delete a set of mapped fields from the application.
• Troubleshoot Salesforce Errors
  You can use a log file, notification system, or process queue manager to view errors related to importing Salesforce data.