Salesforce Integration Configuration Options

Select the batch size—or the number of records that are processed in a single batch job—that will be used when processing projects.

Select the batch size—or the number of records that are processed in a single batch job—that will be used when processing feed posts.

If checked, a project created by an Opportunity will be added to a Group in Kantata OX.

Enter the mappings for Salesforce Opportunity stages and what their corresponding statuses will be in Kantata OX.

The standard Salesforce Opportunity stages are as follows:

• Prospecting
• Qualification
• Needs Analysis
• Value proposition
• Id. Decision Makers
• Perception Analysis
• Proposal/price Quote
• Negotiation/Review
• Closed Won
• Closed Lost

Example mapping: Closed Won=115

Enter the template ID that will be used by default when an Opportunity does not fit the Opportunity Level Project settings criteria.

If checked, all parent tasks in a Kantata OX project transfers to the Mavenlink Tasks section in the Salesforce project Object.

If checked, all subtasks in a Kantata OX project transfer to the Mavenlink Tasks section in the Salesforce project Object.

If checked, Kantata OX project time entries are processed using the Salesforce 2.4 version (or earlier).

If checked, Kantata OX project expenses are processed using the Salesforce 2.4 version (or earlier).

Select which Kantata OX field will be managed by Opportunity data in Salesforce.

Select the stage the Opportunity must be in for any associated Kantata OX projects to be archived.

Enter the Salesforce Product field that determines whether a Kantata OX project is created.

If checked, a Kantata OX project will not be created when the specified checkbox field is set to True on the Opportunity.

Enter the Opportunity field that prevents a Kantata OX project from being created when the checkbox field is set to True on the Opportunity.

Select which fields are managed by Salesforce based on the Opportunity data.

If checked, a Kantata OX estimate is created when the specified custom field checkbox on the Opportunity is set to True.

Enter the Product field that determines whether a Kantata OX estimate should be created.

Prevents an Opportunity from processing when the specified custom field checkbox on the Opportunity is set to True.

Enter the Opportunity field that indicates that an estimate should not be created for the Opportunity.

Select a logging status.

Enter the level of logging detail (0-9) that will be used, with 0 being the least amount and 9 being the highest.

Enter the amount of hours that a log entry will be kept in the event log.

If checked, a project is created for every Opportunity that reaches a specific stage. You can select the stage in the Opportunity Stage Values field in the Project Creation section.

Enter the ID for the template that will be used by the connector during the Kantata OX project creation.

If checked, a specified template will be applied when specific products are added to an Opportunity.

Enter the product Object field that indicates which Template ID is applied when a product is added to the Opportunity.

Select the Opportunity stage that will trigger a Kantata OX project to be created.

• Account Default—Defaults to the Project Access option selected on the General Settings page.
• Open to Account—Open to all members in your account.
• Open to Admins—Open only to Account Administrators.
• Invitation Only—Accessible only by invitation.

Enter the API field name—which will be located in the Opportunity object—that holds the email address for the user who will be the Project Lead for the Kantata OX project.

Enter the default geography that will be applied to the Kantata OX project created via the Salesforce integration.

Enter the default department that will be applied to the Kantata OX project created via the Salesforce integration.

Enter the Salesforce custom field ID that indicates which rate card will be used for the Kantata OX project.

Select the Opportunity type that the integration will create Kantata OX projects for.

Enter the Opportunity custom field ID that contains the project budget.

Example: Opportunity.Kantata_Budget__c

If checked, a Business Development project is created before the Kantata OX project.

Enter the project template ID that will be used when creating a Business Development project via the integration.

Select the Opportunity stages that will trigger a Kantata OX estimate to automatically create.

Select the Opportunity type that the integration will create Kantata OX estimates for.

Enter the suffix that will be added to the Opportunity-level estimate title created via the integration.

Example: [Account Name] - [Opportunity Name] - [Custom Field Data] - [Suffix].

Enter the condition that will trigger the creation of a Opportunity Line Item project once met.

Example: If projects should only be created for a specific product code (e.g. XXXX), enter OpportunityLineItem.Product2Id.ProductCode=’XXXX’

Select the Opportunity stage that will trigger a Kantata OX project to be created.

• Account Default—Defaults to the Project Access option selected on the General Settings page.
• Open to Account—Open to all members in your account.
• Open to Admins—Open only to Account Administrators.
• Invitation Only—Accessible only by invitation.

Enter the API field name—which can be located in either the Opportunity or Product object—that holds the email address for the user who will be the Project Lead for the Kantata OX project.

Enter the default geography that will be applied to the Kantata OX project created via the Salesforce integration.

Enter the default department that will be applied to the Kantata OX project created via the Salesforce integration.

Enter the Opportunity Line Item custom field ID in Salesforce that contains the project budget.

Example: OpportunityLineItem.Product2Id.Kantata_Budget__c

Enter which conditions are required for an Opportunity Line Item to become a project via the integration.

Example: If projects should only be created for a specific product code (e.g., XXXX), enter OpportunityLineItem.Product2Id.ProductCode=’XXXX’

If checked, the Salesforce account name will be included in the Kantata OX project title created via the integration.

Select the Opportunity line item stages that will trigger a Kantata OX estimate to automatically create.

Select the Opportunity stage that will trigger a Kantata OX Opportunity Line Item project to be created.

Enter the non-standard Opportunity line item’s lookup field that references the Opportunity’s ID.

The Client ID, which is generated after you register a new application at Settings > API in Kantata OX.

The Client Secret ID, which is generated after you register a new application at Settings > API in Kantata OX.

Click this button to import all Salesforce projects into Kantata OX.

• Workspace—The Kantata OX project.
• Story—The Kantata OX project task.

Enter the Kantata OX custom field name that will be mapped to the Salesforce custom field.

Select the Salesforce Object that triggers the Kantata OX project creation.

Select the Salesforce data type that will be sent to Kantata OX.

Enter a Salesforce Object and field that does not appear in the Salesforce Object drop-down menu.

Example: Opportunity.OwnerId.Name

• Inbound—When the custom field in Kantata OX is updated, it will be synced in Salesforce.
• Outbound—When the custom field is updated in Salesforce, it will be synced in Kantata OX.
• Bi-directional—Updates will be synced both ways.

Enter a default value for the custom field.

• Yes—Sets the custom field value once (only upon project creation).
• No—Continuously syncs the custom fields.