Edit Article

Update your article content and settings

Back to articles

Title *

URL Slug

/article/

Content (Markdown)

# Salesforce Integration Setup

Sync Acme with Salesforce CRM for seamless workflows.

## Prerequisites

- Salesforce Enterprise or higher
- Acme Professional plan
- Salesforce admin access

## Installation

### Step 1: Install Package
1. Go to **Settings > Integrations**
2. Find "Salesforce"
3. Click "Install from AppExchange"

### Step 2: Configure Connection
1. Log in to Salesforce
2. Authorize Acme connection
3. Map user accounts

## Data Sync Options

### Opportunity to Project
```
Salesforce Opportunity (Closed Won)
  → Creates Acme Project
  → Imports contacts as stakeholders
  → Sets up default tasks
```

### Contact Sync
| Salesforce | Acme |
|------------|------|
| Contact | Project Member |
| Account | Organization |
| Opportunity | Project |

### Task Sync
- Salesforce Tasks ↔ Acme Tasks
- Bi-directional sync
- Real-time updates

## Custom Field Mapping

Map custom Salesforce fields:
1. Go to **Integration Settings**
2. Click "Field Mapping"
3. Match Salesforce → Acme fields
4. Set sync direction

## Automation Recipes

### New Deal Onboarding
```
Trigger: Opportunity Stage = Closed Won
Actions:
1. Create project from template
2. Add account contacts
3. Schedule kickoff meeting
4. Notify success team
```

### Activity Logging
```
Trigger: Task completed in Acme
Action: Log activity in Salesforce
Fields: Subject, Description, Date
```

Excerpt (optional)

Publish

Status

published

View live article