Before You Begin

Before you begin the integration process, it is important to ensure both the Deltek 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 the values in Deltek Labels and Lists match the values that you have in Salesforce.	Deltek » Settings » Labels and Lists
2	Set up user-defined fields if needed.	Deltek Desktop » Settings » User Defined Components
3	Review and clean up your Salesforce Data.	Salesforce