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Salesforce Integration
Latest Updates
Required Set Up Instructions
- Instructions to Install and Configure the Consensus Salesforce Professional App (Lightning) - updated for V11.6!
- Instructions to Install and Configure the Consensus Salesforce Professional App (Classic) -
- Setting Up Salesforce Sites For Consensus CRM Sync
- How to configure CRM sync in SFDC/ Consensus Webapp for Opp tie-in
Optional Set Up Instructions
- How to import Consensus Users into Salesforce (& Secondary Email)
- How to Create Custom Report Types in SFDC with Consensus Data
- How to Use Salesforce Custom Opportunity IDs with Consensus?
- Creating/Enabling Custom Email Templates in SFDC 9.1+ (*Optional*)
- Enabling Custom DemoBoard Images in SFDC 9.1+ (optional)
- Configuring Permission Sets and/or Standard User Profiles for SFDC v10.x or earlier (*Not Required for v11.x or later*)
- Creating a Salesforce Connected App for Secure API (*Deprecated in v11.6*)
- Role-Based CRM Sync Field Requirements