ClientSuccess

How to configure the settings and workflows for the interface synchronize subscriptions between ClientSuccess and Salesforce

Synchronizing Subscriptions with the ClientSuccess custom object in Salesforce

Instructions on how to configure your field mappings

Opportunity-to-Subscription field mapping

Instructions on how to set up ClientSuccess fields on the opportunity page layout

Adding ClientSuccess fields for Subscriptions to the Opportunity page layout

Instructions on how to add Subscription related lists to your page layouts

Adding a Subscriptions related list to Salesforce Account and Opportunity page layouts

Instructions for an additional configuration option to create "active" ClientSuccess subscriptions from Salesforce opportunities

Setting up a workflow to create "active" ClientSuccess subscriptions from Salesforce opportunities

Instructions for an additional configuration option to create "potential" ClientSuccess subscriptions from Salesforce opportunities

Setting up a workflow rule to create "potential" ClientSuccess subscriptions from Salesforce opportunities

Kristi Faltorusso

Synchronizing Subscriptions with Salesforce

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