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.
Video
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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. |
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- Display the Salesforce Form
You display the Salesforce form in Integrations. - Contents of the Salesforce Form
Use the Salesforce form to set up Vantagepoint to connect to your Salesforce instance to allow linking of Salesforce opportunity, account, and contact records to project, firm, and contact records in Vantagepoint.
Parent Topic: Salesforce Integration Utility