How to...
As part of setting up the integration between DPS and Salesforce, you select data options and establish field mappings.
Related Topics:
- Integrate with Salesforce
Use Salesforce Integration to connect your Salesforce instance and link opportunity, account, and contact records to DPS. - Connect Your Salesforce Instance
You must connect to your Salesforce instance to allow linking of opportunity, account, and contact records. - Set Up Salesforce Data Options
After you have established a connection with Salesforce, you can set up the DPS data options to specify how and when DPS records are updated with Salesforce information. - Add Mapped Fields to the Salesforce Data Mapping Grid
You can add additional fields that you want to map between Salesforce and DPS. 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