Checklist: Setting Up Salesforce Integration

This section provides configuration instructions that you must complete before you can run the Salesforce import process.

Refer to the following steps and associated procedures in this section for additional information.

Step	Procedure	Where Performed
1	Enable Salesforce to communicate with Deltek.	Salesforce » Create » Apps
2	Configure Detek to connect with Salesforce.	Deltek Browser » Utilities » Integrations & Imports » Salesforce tab » Connect Your Salesforce Instance
3	Set Up Data Options and Run the Initial Import.	Deltek Browser » Utilities » Integrations & Imports » Salesforce tab . Select Import only new records. See the Salesforce Tab of Integrations and Imports online help topic for more information.
4	Confirm Data After the Import	Review data to confirm accurate import.
5	View Error Log or Notifications.	Deltek Browser » Utilities » Integrations & Imports » Salesforce tab or Notifications pane.