Salesforce Integration Overview

Overview

The Kantata OX Salesforce integration makes it possible to create successful client engagements from “proposal” to “project delivered”. Accelerate project kickoff by planning for deals in the pipeline to foster successful client engagements.

Connect Kantata OX with Salesforce to automate project creation from Opportunities and to provide Salesforce users with key information about Kantata OX projects. The integration also facilitates cross-platform communication within a project.

Benefits

Kantata OX projects can be created automatically and pre-populated with important information from the Opportunity. This allows service delivery teams to begin project execution more effectively. Sales teams can see key metrics about the projects they've sold and access relevant information to follow up with customers about. This helps to drive repeat business and build stronger relationships.

Functional Capabilities

• The integration creates a Kantata OX project automatically from a Salesforce Opportunity. When the Opportunity reaches your predefined trigger stage, a Kantata OX project is created and the 2 are linked for future updates.
• Summary information about that project feeds back to the Salesforce Opportunity.
• Communication within a project is bidirectional between Salesforce Chatter and the Kantata OX Activity Feed.

Configuration Options

• Configure which Salesforce Opportunity stage(s) should automatically create a Kantata OX project.
• Define a template to be applied to each newly created project.
• Define which Opportunity stage should be mapped to which Kantata OX Project status.
• Configure the creation of a Business Development project earlier in the sales lifecycle. Like with the above, you can define a template to be applied to this project as well as which stage should trigger the creation of it.
• Configure the schedule that Salesforce fetches data from Kantata OX on. It can be scheduled to run as frequently as every hour.

Field Mappings

Custom Object Fields

Kantata OX Project Object

Once a project/opportunity mapping is configured, the integration will synchronize the following Kantata OX fields with Salesforce fields of the same name created in a custom object.