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 | .
2 | Set up user-defined fields, if needed. | In Vantagepoint Navigation pane, | .
3 | Review and clean up your Salesforce Data. | Salesforce |
4 | Ensure that the identity used to authenticate into Salesforce for the import has permissions to all mapped fields. | Vantagepoint |
Parent Topic: Salesforce Integration Utility