Working with Celoxis App for Salesforce

Once you have installed and configured the Celoxis Salesforce app, you can then create a project in Celoxis via the Opportunities module in Salesforce. Lets look at how:

1. Click on an existing Opportunity or Create a new one by clicking on New.
    

2. Go to an existing Opportunity page or add a new opportunity. For this app, if the OAuth policies is set to All users may self-authorize, you will see a pop-up window as below.
   Click on Allow to authorize yourself.

   If you do not see the below pop-up window, check that your browser is not blocking the pop-ups. After you allow pop-ups, ensure to refresh the page again.

   
   
   
   

3. After you click Allow, you will see the Celoxis login page in the Celoxis Project section.
4. Upon logging in with the Celoxis credentials, you will see a message "You do not have a project. Click here to create a project for this opp."
5. Click on the Click here link to create a project for this opportunity.
   NOTE: You can only create one project per opportunity.
6. You can select the Project Template from the available list.
7. The Client drop-down will be automatically populated with the client (Account Name in Salesforce) if the client already exists in Celoxis.
   Else, you are shown the option to create the client in Celoxis.
   
   
   
8. Click on Next.
9. On the Clone Project pop-up, Enter a new name or it will be auto-populated with opportunity name as entered in Salesforce.

10. Select the Manager, Start Date, and the Phase of the project as required.
    
    

    
     

11. On the same pop-up, under the Custom Fields tab, a custom field: SF Opportunity Id is shown which has the same ID of the opportunity in Salesforce. This helps in mapping.

     The SF Opportunity Id custom field is used for when mapping the projects to be displayed for the particular opportunity in Salesforce. Modifying this is not recommended.

12. Click on Clone.
13. A new project is created in Celoxis and the details page of the project is displayed.
    
    
    

Reports

You can customize your view to see the projects you have created in Celoxis via Salesforce by clicking on the '+' sign and then click on Customize My Tabs.
By default, the projects where you are the creator will be shown in the report. The Name of the project is clickable. You can use the browser back button to go to the original report if you navigate to any project.