Salesforce API Implementation in ClientSpace (Implementation Phase 3)
In this topic we cover the details of the major steps required for the ClientSpace Setup phase of the Salesforce API implementation. Many of these steps are performed solely by the ClientSpace team member assigned to your implementation. The team member may request client collaboration for some steps.
Step 1: Complete Salesforce API Configuration in ClientSpace
See the following topics:
Step 2: Update Import Mappings/Fields
See the following topics:
Also see:
Step 3: Add the Salesforce Pipeline
Add the Salesforce pipeline to any Email Templates, Workflow Channels, and Business Rules as needed.
Step 4: Create a Salesforce User
Add a Salesforce User record.
See Configuring the Salesforce User.
Step 5: Create an SFDC API Log BI Report
See Business Intelligence Report: API log.