Automatically Assign Kantata OX Group based on Salesforce Account Name

Overview

The Kantata OX Salesforce integration eliminates the need to manually assign Kantata OX projects to Kantata OX Groups. Salesforce automatically assigns the Kantata OX project to a Kantata OX group with the same name as the Salesforce account that is associated with the opportunity. This article outlines how to enable this feature.

Requirements

• You must be an Administrator in Salesforce. You can also log into your account as the Integration User who set up your Salesforce integration.
• You must have at least Project Lead account permissions in Kantata OX.
• You must have a Group in Kantata OX.
• You must have an Account or Account Group in your Salesforce environment.

How to Configure Salesforce to Automatically Assign Kantata OX Groups

1. Log in to Salesforce.
2. Navigate to the Setup page.
3. Navigate to Mavenlink Configuration > Integration Options.
4. Click Edit.
5. Under the Project Options (All Projects) section, enable the Put Projects In Account Groups field.
6. Click Save.
7. Select an account to associate with the opportunity you create in Salesforce.   

   WARNING

   If the name of the account in Salesforce doesn’t exactly match any name of a Kantata OX group, the integration will create a new Kantata OX group. Make sure that names exactly match.