ClientSuccess

Instructions for step #1 of our Salesforce Integration (see "Salesforce Integration with ClientSuccess" for integration steps)

Installing the ClientSuccess Package inside Salesforce

Instructions for step #4 our Salesforce Integration (see "Salesforce Integration with ClientSuccess" for integration steps)

Importing Existing Salesforce Accounts

Instructions for enabling Salesforce Fields as "visible" and/or "editable" within ClientSuccess

Configuring the Salesforce Fields Module in ClientSuccess

Instructions for setting up a workflow to have accounts sent from Salesforce to ClientSuccess based on a trigger of your choosing

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

Instructions for adding the ClientSuccess client view to Salesforce Account page layout

ClientSuccess Client View in Salesforce

Kristi Faltorusso

"Salesforce Integration with ClientSuccess" Article Collection

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