Salesforce Integration

• How to configure CRM sync in SFDC/ Consensus Webapp for Opp tie-in
• Setting Up Salesforce Sites For Consensus SFDC 9.X+ (*Required*)
• Custom fields created in SFDC integration
• Instructions to Install and Configure the Consensus Salesforce Professional App (Classic)
• Creating/Enabling Custom Email Templates in SFDC 9.1+ (*Optional*)
• Enabling Custom DemoBoard Images in SFDC 9.1+ (optional)
• Creating a Salesforce Connected App for Secure API in Consensus SFDC 9.1 (*Required*)
• Configuring Standard User Profiles for SFDC
• Migrating Consensus SFDC integration
• Sending Demos from Salesforce (Lightning)
• How to import Consensus Users into Salesforce (& Secondary Email)
• Instructions to Install and Configure the Consensus Salesforce Professional App (Lightning)
• How to Create Reports in SFDC with Consensus Data