Before You Begin
Before you begin the integration process, it is important to ensure both the DPS 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 DPS Labels and Lists match the values that you have in Salesforce. | In the DPS Navigation pane, select . |
| 2 | Set up user-defined fields, if needed. | In DPS Navigation pane, . |
| 3 | Review and clean up your Salesforce Data. | Salesforce |