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.

To set up Salesforce data options:

1. In the Navigation pane, go to the Utilities section and select Integrations & Imports.
2. Select the Salesforce tab.
3. In the Data Options area, specify how often data will update in the Schedule Your Data Update Intervals field. This is the interval for how often the data is updated with Salesforce records. For example, if you specify 8 Hours, Deltek will run the data import every 8 hours. These processes will run in the background and not interrupt your work. See the Deltek Desktop Utities > Process Server in the desktop application help for more information.
4. Specify to import only new records. This is required because there are no existing records in Deltek at this point.
5. If necessary, specify the Stage of record you want to import. For example, you can choose to import an opportunity that is in a specific stage in the pipeline to ensure your data remains clean and actionable.
6. Specify any advanced data import options as needed. If you choose to honor screen designer fields, note that you must map those fields using the data mapping section. Certain fields, such as Name, are always required.
7. Specify if workflow rules that are set in Salesforce should be honored upon import into Deltek.
8. Select to receive email in addition to notification center alerts if there are connection or data errors. These notifications will only be sent to the user role that is specified in the Security Role field. See the View Error Notifications online help topic for more information.
9. Select the Opportunity Mapping, Account Mapping, and Contact Mapping options to specify the data mapping for each area.

   As you select each option the Salesforce fields and Deltek fields in the grid update to reflect each area. The application is set up to include default mappings. See the Deltek and Salesforce Data Mapping online help topic for additional information.

10. Select Save.