Salesforce – Kantata Knowledge Base

Salesforce Integration Overview

Requirements Available In: Salesforce Connector Kantata User Permission: Account Administrator Overview The Kantata OX Salesforce integration m...

Salesforce Integration Setup

Requirements Available In: Salesforce Connector Kantata User Permission: Account Administrator Overview In this article, you'll learn how to a...

Salesforce Field Mappings

Requirements Available In: Salesforce Connector Kantata User Permission: Account Administrator SalesforceAPI Object Name SalesforceField ...

Salesforce Connector User Interface [Lightning]

Requirements Available In: Salesforce Connector Kantata User Permission: Account Administrator Overview The Kantata OX Salesforce integration m...

Salesforce Integration Configuration Options

Requirements Available In: Salesforce Connector Kantata User Permission: Account Administrator Overview There are numerous configuration option...

Salesforce Connector Known Issues and Solutions

Overview The Salesforce connector provides a wide variety of customization and extension options. While this gives you more flexibility in configur...

Adding Project Colors in Salesforce

Requirements Available In: Salesforce Connector Kantata User Permission: Account Administrator Overview Note: Project Colors are only availabl...

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...

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...

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...

Syncing Kantata OX Invoices to Salesforce

Requirements Available In: Salesforce Connector Kantata User Permission: Account Administrator Overview Kantata's OX Salesforce integration has...

Mapping Salesforce Opportunity Stages to Project Statuses

Requirements Available In: Salesforce Connector Kantata User Permission: Account Administrator Overview Kantata OX's Salesforce integration all...

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...

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...

Kantata OX Projects for Salesforce Products/OLIs

Requirements Available In: Salesforce Connector Kantata User Permission: Account Administrator Overview The Kantata OX Salesforce integration a...

Troubleshooting in Salesforce

Requirements Available In: Salesforce Connector Kantata User Permission: Account Administrator Overview Salesforce is highly customizable and a...

Salesforce Integration Version 2.11 Release Notes

Requirements Available In: Salesforce Connector Kantata User Permission: Account Administrator Installation The Salesforce integration version ...