Celoxis Salesforce app helps bridge the gap between your sales and delivery teams, thereby improving business outcomes. This app is freely available on Salesforce.com AppExchange at: http://bit.ly/Celoxis-Salesforce-app
This App allows sales representatives to create one Celoxis project
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per Salesforce.com
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opportunity. In addition, there is a ‘Celoxis Projects’ Tab, which lists all Celoxis projects created across all opportunities for quick and aggregate viewing at account/client level. This app can be used across
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all Salesforce.com
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editions.
How it works
After you install and configure the Celoxis app in Salesforce successfully,
- In Salesforce, you will see a widget where for every opportunity, you can create a new project or see the project itself (after creation). You can see the details of the project right from this widget. The first time, in the widget, you are asked to authorize by entering your Celoxis credentials.
- In Celoxis, a new custom field called SF Opportunity ID is created and attached to projects. This is unique ID for every project created from Salesforce.
The project is created only when you explictly create one; no automatic data transfer or sync happens in the integration.
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