Kantata OX Projects for Salesforce Products/OLIs

Overview

The Kantata OX Salesforce integration allows you to create Kantata OX Projects when certain Products or OLIs are added to Opportunities. To configure the integration to do this, Salesforce users can create and add a new setting to Products/OLIs to indicate if a Kantata OX Project should be created when it is added to an Opportunity.

This is useful when services are separate from opportunities for your organization. For example, you might consider a client as an Opportunity in Salesforce, and the service rendered for that client (a service requiring a Kantata Project for budgeting or planning) as a Product or OLI.

How to Configure the Required Settings

1. Navigate to the Mavenlink Configuration > Integration Options tab.
2. Click Edit.
3. Under Processing Control, choose to Enable Opportunity Processing.
4. Click Save.
5. Navigate to the OLI-Level Project Settings tab.
6. Click Edit.
7. Under Project Creation, enable the creation of a Kantata OX Project for Every OLI.
8. In the Opportunity Stage Values field, select the stages of opportunities with products/OLIs you want Kantata OX projects to be created for. Multiple stages can be selected.
9. Click Save.

Creating and Adding the New Setting

The new setting is created and added as a custom field for Products/OLIs, and is enabled by clicking in a checkbox.

How to Create the Custom Field

A Product custom field in Salesforce can be enabled to indicate when a Kantata OX project should be created for that Product/OLI.

1. Navigate to Setup.
2. Under the Build section of the Salesforce Mobile Quick Start, navigate to Customize > Products > Fields. The Product Fields page displays.
   Note: In the Lightning UI, navigate to Objects and Fields > Object Manager > Product > Fields & Relationships.
3. In the Product Custom Fields & Relationships section, click New.
4. Select Checkbox as the Data Type of the custom Salesforce field.
5. Click Next.
6. Give the custom Salesforce field a name.
   1. Field Label—The field name that shows up in displays, page layouts, reports, and list views.
   2. Field Name—The field name used for integration purposes, such as custom links, custom s-controls, and the API. This field auto-populates when you click outside of the Field Label box.
7. Click Next.
8. Select permissions for who can view and edit the field.
   1. Visible—Users can edit the field.
   2. Read-Only—Users can view the field, but not edit.
      Note: Visible is selected by default but the user cannot edit when Read-Only is also selected.
9. Click Next.
10. Select the page layouts that should include this field.
11. Click Save. The new setting is created.

How to Add the New Setting to Products

1. Navigate to the Mavenlink Package Configuration > Integration Options tab.
2. Click Edit.
3. In the Project Product Settings section, check the Project Only For Specific Products box.
4. In the Projects Only for Specific Prod Field, enter the Field Name of the custom Salesforce field.
5. Click Save. The setting is now added as a field in Products and can be enabled in individual Products.

How to Enable the Setting for Individual Products

1. In Salesforce, navigate to an Opportunity.
2. In the Products (Standard) section, click Add Product. A list of all Products on your account displays.
3. Find and select the product(s) that Kantata OX projects should be created for. The product page displays.
4. Edit the Product Detail section.
5. Enable the custom checkbox field created and added to Products in previous sections.
6. Click Save.