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

Checklist: Setting Up Salesforce Integration

This section provides configuration instructions that you must complete before you can run the Salesforce import process.

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

Step Procedure Where Performed
1

Enable Salesforce to communicate with Vantagepoint.

In Salesforce, Create > Apps.
2

Configure Vantagepoint to connect with Salesforce.

In the Vantagepoint Navigation pane, select Utilities > Integrations > Salesforce.

Select Connect your Salesforce Instance.

3

Set up data options and run the initial import.

In the Vantagepoint Navigation pane, select Utilities > Integrations > Salesforce.

Select Import only new records.

4

Confirm data after the import.

Review data to confirm accurate import.

5

View Error Log or Notifications.

In the Vantagepoint Navigation pane, select Utilities > Integrations > Salesforce.

Alternatively, check the Notifications pane.