Salesforce Integration

Owned by Rashmi Likhite
Last updated: Jul 02, 2018
1 min read
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 multiple 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.

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.