Creating a Kantata OX Project from a Salesforce Opportunity

Overview

The Kantata OX Salesforce integration gives you the ability to automatically create projects for Salesforce Opportunity objects. 

How to Configure Salesforce to Create Kantata OX Projects

1. Log in to Salesforce.
2. Click the Mavenlink Configuration tab, then select the Opportunity-Level Project Settings subtab.
3. Click Edit.
4. Under the Project Creation section, select the Opportunity Stage Values that will trigger a Kantata OX project to be created.
   Note: To select more than one stage, hold down the Control key on your keyboard and click each desired option.
   Note: If there are fields already selected for stages of opportunities with products/OLIs to create Kantata OX projects for, leave them selected.
5. Click Save.

How to Test the Configuration

To test that the configuration was set up correctly, you can create a new opportunity that matches your configurations and then confirm that the Kantata OX project was automatically created.

If you are experiencing issues with this configuration, please contact Kantata Support.

Part 1: Create a New Opportunity

1. Log in to Salesforce.
2. Select the Opportunities tab.
3. Click New.
4. Enter the Opportunity Name and select a Close Date.
5.  Select the Stage that you configured Kantata OX projects to be created for.
6. Click Save. The test opportunity is created. 
7. Proceed to Part 2 of the testing process. 

Part 2: Locate the New Project

1. Log in to Salesforce.
2. Select the Mavenlink Projects tab.
3.  If needed, click the arrow in the top-left corner of the screen and then click a list view to adjust which projects appear in the list.
4. Locate the new project in the list.