How to...
As part of setting up the integration between Vantagepoint and Salesforce, you select data options and establish field mappings.
- Related Topics:
- Connect Your Salesforce Instance
You must connect to your Salesforce instance to enable linking of opportunity, account, and contact records. - Add Mapped Fields to the Salesforce Data Mapping Grid
You can add additional fields that you want to map between Salesforce and Vantagepoint. Use the Data Mapping grid to add mapped fields for Opportunities, Contacts, and Accounts. - Delete a Mapped Field
You can delete a set of mapped fields from the application. - Troubleshoot Salesforce Errors
You can use a log file, notification system, or process queue manager to view errors related to importing Salesforce data.
Parent Topic: Salesforce Integration Utility