Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Before You Begin

Before you begin the integration process, it is important to ensure both the Vantagepoint and Salesforce applications and associated data are set up for a successful connection and information sharing.

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

Step Procedure Location
1 Confirm that the values in Vantagepoint Labels and Lists match the values that you have in Salesforce. In the Vantagepoint Navigation pane, select Settings > Labels and Lists.
2 Set up user-defined fields, if needed. In Vantagepoint Navigation pane, Settings > General > Screen Designer.
3 Review and clean up your Salesforce Data. Salesforce