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Review topics that include conceptual information about integrating DPS with Salesforce.

Related Topics:

  • Salesforce Integration
    When you own both DPS CRM or CRM Plus and Salesforce, you can set up integration between the two products. This enables you to share opportunity, account, and contact information entered in Salesforce with DPS, and streamline the creation of estimates, proposals, and project plans in DPS.
  • Before You Begin
    Before you begin the integration process, it is important to ensure both the DPS and Salesforce applications and associated data are set up for a successful connection and information sharing.
  • Checklist: Setting Up Salesforce Integration
    This section provides configuration instructions that you must complete before you can run the Salesforce import process.
  • Salesforce Integration Data Mapping
    You can import opportunity, contact, and account data from Salesforce into DPS.
Parent Topic: Salesforce Integration Utility