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Salesforce Integration

  • Installing The Managed Package
  • Connect Fullcast to Salesforce
  • Salesforce Integration Requirement
  • Managed Package Field List
  • Standard vs Custom Jobs
  • Export/Import of data between Fullcast and SFDC environment
  • Exporting Jobs
  • Create a Flow to Update the Account when on the Standard Job
  • Object and Field Permissions:
  • Create a Connected App
  • Create an Integration User

Categories

  • Getting Started
  • Admin
  • Territory Management
  • Coverage, Capacity and Roles
  • Quotas & Targets
  • Reporting
  • Routing
  • Data Hygiene
  • Scenario Guides
  • Troubleshooting Guide
  • Salesforce Integration
  • Release Notes
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