Salesforce
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Salesforce Integration Overview
Requirements Available In: Salesforce Connector Kantata User Permission: Account Administrator Overview The Kantata OX Salesforce integration m...
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Salesforce Integration Setup
Requirements Available In: Salesforce Connector Kantata User Permission: Account Administrator Overview In this article, you'll learn how to a...
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Salesforce Field Mappings
SalesforceAPI Object Name SalesforceField MavenlinkAPI Field Directionality APIOperation mavenlink__Mavenlink_Project__c Record ID cre...
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Salesforce Connector User Interface [Lightning]
Overview The Kantata OX Salesforce integration makes it possible to create successful client engagements from “proposal” to “project delivered”. Ka...
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Salesforce Integration Configuration Options
Overview There are numerous configuration options available with the Salesforce integration that you can activate or deactivate to better accommoda...
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Adding Project Colors in Salesforce
Overview Note: Project Colors are only available in version 2.11 of the Kantata OX Salesforce integration. To get started with the Salesforce inte...
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Creating a Kantata OX Project from a Salesforce Opportunity
Requirements Available In: Salesforce Connector Kantata User Permission: Account Administrator Overview The Kantata OX Salesforce integration g...
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Mapping Salesforce to Kantata OX Project Custom Fields
Requirements Available In: Salesforce Connector Kantata User Permission: Account Administrator Overview The Kantata OX Salesforce integration g...
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Syncing Salesforce Opportunity and Kantata OX Project Fields
Requirements Available In: Salesforce Connector Kantata User Permission: Account Administrator Overview In the Kantata OX Salesforce integratio...
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Syncing Kantata OX Invoices to Salesforce
Requirements Available In: Salesforce Connector Kantata User Permission: Account Administrator Overview Kantata's OX Salesforce integration has...
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Mapping Salesforce Opportunity Stages to Project Statuses
Requirements Available In: Salesforce Connector Kantata User Permission: Account Administrator Overview Kantata OX's Salesforce integration all...
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Automatically Assign Kantata OX Group based on Salesforce Account Name
Requirements Available In: Salesforce Connector Kantata User Permission: Account Administrator Overview The Kantata OX Salesforce integration e...
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Preventing Salesforce from Creating Projects for Opportunities
Requirements Available In: Salesforce Connector Kantata User Permission: Account Administrator Overview This article outlines how to prevent Sa...
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Kantata OX Projects for Salesforce Products/OLIs
Requirements Available In: Salesforce Connector Kantata User Permission: Account Administrator Overview The Kantata OX Salesforce integration a...
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Troubleshooting in Salesforce
Requirements Available In: Salesforce Connector Kantata User Permission: Account Administrator Overview Salesforce is highly customizable and a...
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Salesforce Integration Version 2.11 Release Notes
Installation The Salesforce integration version 2.11 can be installed as a new installation or as an upgrade to an older version. For current Sales...
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