Salesforce Connector User Interface [Lightning]

Overview

The Kantata OX Salesforce integration makes it possible to create successful client engagements from “proposal” to “project delivered”. Kantata OX projects can be created automatically and pre-populated with important information from the Salesforce Opportunity, allowing service delivery teams to begin project execution more effectively.

In this article, you’ll learn about the Mavenlink Connector within Salesforce and which information and actions are available in each tab. To learn more about Salesforce, see the Salesforce Integration Overview article.

Salesforce User Interface

To open the Mavenlink Connector interface in Salesforce, click the app menu icon in the left corner and then select Mavenlink Connector.

Top Bar

Located at the top of the screen is the Salesforce top bar, which houses a variety of actions and information.

Home

The Salesforce Home tab is a customizable page that displays a high-level snapshot of your team’s work. You can configure this page to show information most pertinent to you and your team, which can include sales performances, an actions list, upcoming calendar events, and more.

To learn how to customize the Home page, see the Customize a Home Page Layout Salesforce article.

Mavenlink Configuration 

In this area, you can set the various configuration options for the integration. This page is organized by the following subtabs and sections:

• Integration Options
  • Processing Control
  • Synchronization Settings
  • Project Options (All Projects)
  • Project Options (Standard Auto-Created Projects Only)
  • Project Product Settings (Advanced)
  • Estimate Options (All Estimates)
  • Estimate Options (Standard Auto-Created Estimate Only)
  • Estimate Product Settings (Advanced)
  • Logging Settings
• Opportunity-Level Settings
  • Project Creation
  • Business Development Project Settings
  • Project Naming
  • Estimate Creation
  • Estimate Naming
• OLI-Level Settings
  • Project Creation
  • Business Development Project Settings
  • Project Naming
  • Estimate Creation
  • Estimate Naming
  • Non-Standard OLI Settings
• Authentication Settings
• Syncing
• Field Mappings
• Custom Field Mappings

To learn more about the available configurations, see the Salesforce Integration Configuration Options article.

Chatter

The Salesforce Chatter tab is similar to Kantata OX’s Activity Feed where you can interact with your team members by posting content, liking posts or comments, creating a poll, and more. You can also organize your Chatter feed by creating a Chatter Group or Stream that will display filtered information for specific accounts or team members.

To learn more about the Salesforce Chatter feature, see the Chatter Tab Overview help article in Salesforce.

Accounts

A Salesforce account is used to store information about a customer, client, or anyone that you do business with. In the Accounts tab, you can view all of your accounts and their details, which include the following:

• Account Name
• Account Site
• Billing State/Province
• Phone
• Type
• Account Owner

The right side of the screen is where you can perform several account actions:

• New—Add a new account.
• Import—Import an account.
• Printable View—Open a printable view in a new tab.
• Search—Search the Accounts list.
• List View Controls—Access various list view actions (e.g. Rename).
• List Display—Select a list display (e.g. Kanban).
• Refresh—Refresh the Accounts list.
• Edit List—Edit the first editable column in the list. 
• Charts—Create and/or view charts that display your Account data.
• Filters—Filter the Accounts list.

You can change which accounts display by clicking the arrow in the top-left corner of the screen and then selecting a list view. You can also pin a specific view that you use frequently so it’s selected by default every time you open the tab.

To learn more, see the Accounts help article in Salesforce.

Opportunities

A Salesforce Opportunity is a potential deal that is in progress, which can later be converted into a Kantata OX project via the integration. In the Opportunities tab, you can view all of your Opportunities and their details, which include the following:

• Opportunity Name
• Account Name
• Amount
• Close Date
• Stage
• Opportunity Owner

The right side of the screen is where you can perform several Opportunity actions:

• New—Add a new Opportunity.
• Printable View—Open a printable view in a new tab.
• Search—Search the Opportunities list.
• List View Controls—Access various list view actions (e.g. Rename).
• List Display—Select a list display (e.g. Kanban).
• Refresh—Refresh the Opportunities list.
• Edit List—Edit the first editable column in the list.
• Charts—Create and/or view charts that display your Opportunities data
• Filters—Filter the Opportunities list.

You can change which projects display in the list by clicking the arrow in the top-left corner of the screen and then selecting a list view. You can also pin a specific view that you use frequently so it’s selected by default every time you open the tab.

Depending on the column type, you can edit project details on the Salesforce side and have them automatically reflect on the Kantata OX side (and vice versa).

Non-editable columns are indicated by a lock icon that appears when you click into the field.