Salesforce Integration

Synchronize client data between ClientSuccess and Salesforce

16 articles in this collection
Written by Elisha Giles and Sam Feil
Article Collection taken from the "Salesforce Integration with ClientSuccess" (please refer to article above)

Installing the ClientSuccess Package inside Salesforce

Instructions for step #5 of our Salesforce Integration (see "Salesforce Integration with ClientSuccess" for integration steps 1-11)
Written by Elisha Giles
Updated over a week ago

Synchronizing Salesforce account details

Instructions for step #7 of our Salesforce Integration (see "Salesforce Integration with ClientSuccess" for integration steps 1-11)
Written by Elisha Giles
Updated over a week ago

Importing Existing Salesforce Accounts

Instructions for step #8 our Salesforce Integration (see "Salesforce Integration with ClientSuccess" for integration steps 1-11)
Written by Elisha Giles
Updated over a week ago

Setting up a workflow to have new Salesforce accounts sent to ClientSuccess

Instructions for step #9 of our Salesforce Integration (see "Salesforce Integration with ClientSuccess" for integration steps 1-11)
Written by Elisha Giles
Updated over a week ago

Setting up a workflow to create potential subscriptions from opportunities

Instructions for step #10 of our Salesforce Integration (see "Salesforce Integration with ClientSuccess" for integration steps 1-11)
Written by Elisha Giles
Updated over a week ago

ClientSuccess Account View window in Salesforce

Instructions for step #11 of our Salesforce Integration (see "Salesforce Integration with ClientSuccess" for integration steps 1-11)
Written by Elisha Giles
Updated over a week ago