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

Set Up Salesforce Data Options

After you have established a connection with Salesforce, you can set up the Vantagepoint data options to specify how and when Vantagepoint records are updated with Salesforce information.

To set up Salesforce data options:

  1. In the Vantagepoint Navigation pane, select Utilities > Integrations > Salesforce.
  2. In the Data Options area, specify how often data will update in the Schedule Your Data Update Intervals field.
    This is the interval for how often the data is updated with Salesforce records. For example, if you specify 8 Hours, Vantagepoint will run the data import every 8 hours. These processes will run in the background and not interrupt your work. See the help for Utilities > Process Server for more information.
  3. Select import only new records.
    This is required because there are no existing records in Vantagepoint at this point.
  4. If necessary, specify the Stage of record that you want to import.
    For example, you can choose to import an opportunity that is in a specific stage in the pipeline to ensure your data remains clean and actionable.
  5. Specify any advanced data import options as needed. If you choose to honor screen designer fields, you must map those fields using the data mapping section.
    Certain fields, such as Name, are always required.
  6. Specify if workflow rules that are set in Salesforce should be honored upon import into Vantagepoint.
  7. Select to receive email in addition to notification center alerts if there are connection or data errors.
    These notifications will only be sent to the user role that is specified in the Security Role field. See the View Error Notifications online help topic for more information.
  8. Select the Opportunity Mapping, Account Mapping, and Contact Mapping options to specify the data mapping for each area.
    As you select each option the Salesforce fields and Vantagepoint fields in the grid update to reflect each area. The application is set up to include default mappings. See Salesforce Integration Data Mapping for more information.
  9. Select Save.