Changes

Jump to: navigation, search

Salesforce integration

No change in size, 13:32, 21 July 2017
no edit summary
* Configure Salesforce Login details
* Configure Salesforce Integration on SmartSimple side
* Configure SmartSimple Intgeration Integration on Salesforce side
4. Click on Import Settings. Salesforce contact fields will be listed in a table and you can choose to either:
* ignore them
* map the salesforce Salesforce fields to SmartSimple Contact custom fields
* create a new Contact field in SmartSimple and map it after.
4. Click on Import Settings. Salesforce account fields will be listed in a table and you can choose to either:
* ignore them
* map the salesforce Salesforce fields to SmartSimple Account custom fields
* create a new Account field in SmartSimple and map it after.
==Configure SmartSimple Intgeration Integration on Salesforce side==
1. Login to Salesforce, make sure you are using the classic interface, on the top left menu, go to Setup
Smartstaff, administrator
4,478
edits

Navigation menu