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