Deltek for Professional Services Help

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Salesforce Form

Use the Salesforce form of Integrations to configure DPS to connect to your Salesforce instance to allow linking of opportunity, account, and contact records.

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Display the Salesforce Form
You display the Salesforce form in Integrations.
Contents of the Salesforce Form
Use the Salesforce form of Integrations to configure DPS to connect to your Salesforce instance to allow linking of opportunity, account, and contact records.

Parent Topic: Salesforce Integration Utility