Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Salesforce Integration

When you own both Vantagepoint 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 Vantagepoint, and streamline the creation of estimates, proposals, and project plans in Vantagepoint.

Video: See related video below

The integration information is intended for a system administrator and provides the following details:
  • Prerequisite requirements, including evaluating data quality.
  • Complete configuration steps that are required before you can link opportunity, account, and contact records from Salesforce to Vantagepoint.
  • Data mapping between Salesforce objects and Vantagepoint objects.
  • Status updates on imports.
  • Exception handling and error messages.
  • Troubleshooting steps for checking issues that may occur when you configure the integration or when users run the Vantagepoint utility to link records.

Statuses Updates on Import

  • All imported contacts should be imported with a Status of Qualified.
  • All imported opportunities should be marked with a Status of Active, with the exception fo those that have a Probability of 0%, which are marked as Inactive.
  • All Firms that are imported should be marked as clients with the Client checkbox selected.

Exception Handling and Errors

For Salesforce Integration:

  • Both successes and failures are logged in a table.
  • Failures generate alerts in the Notification Center.

Video

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.