Salesforce

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

  Requirements The integration between Kantata OX and Salesforce is set up through Salesforce and managed by Kantata OX. To configure the Mavenlin...

    SalesforceAPI Object Name SalesforceField MavenlinkAPI Field Directionality APIOperation mavenlink__Mavenlink_Project__c Record ID cre...

Overview The Kantata OX Salesforce integration makes it possible to create successful client engagements from “proposal” to “project delivered”. Ka...

Overview There are numerous configuration options available with the Salesforce integration that you can activate or deactivate to better accommoda...

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

  Overview The Kantata OX Salesforce integration gives you the ability to map custom fields between Kantata OX and Salesforce projects. This can b...

  Overview In the standard Kantata OX Salesforce integration setup, you can update the Budget, Title, and Lead fields for the Kantata OX project. ...

  Overview Kantata's OX Salesforce integration has a feature that allows you to sync your invoices from Kantata OX to Salesforce. This is helpful ...

  Overview Kantata OX's Salesforce integration allows you to map Opportunity stages in Salesforce to Kantata projects statuses. Note: If you have...

  Overview The Kantata OX Salesforce integration eliminates the need to manually assign Kantata OX projects to Kantata OX Groups. Salesforce autom...

  Overview This article outlines how to prevent Salesforce from creating a project in Kantata OX every time an opportunity in a specific stage is ...

  Overview The Kantata OX Salesforce integration allows you to create Kantata OX Projects when certain Products or OLIs are added to Opportunities...

User Permissions Needed: Account Administrator Overview Salesforce is highly customizable and allows you to create complex logic and processes base...