Salesforce Form

Use the Salesforce form to set up Vantagepoint to connect to your Salesforce instance to allow linking of opportunity, account, and contact records in Salesforce with corresponding records in Vantagepoint.


Title Description

Integration with Salesforce

Learn how to use the Salesforce Integration module to integrate Salesforce and Vantagepoint. In addition, learn how to use existing Salesforce information to create projects in Vantagepoint, how to access and report on sales data in one place, and how to use Salesforce information to create estimates.