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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.
This App allows sales representatives to create one Celoxis project per Salesforce.com 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 all Salesforce.com editions.
The following pages will help you to get started.
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