Salesforce Integration Resources

⏱️ 2 minute read

The Salesforce for Forecast integration provides a streamlined connection between your sales pipeline and project management processes, helping teams transition smoothly from closing a deal in Salesforce to delivering work in Forecast. In this article, you’ll find links to all the key resources for the integration, including how to get set up and start syncing opportunities.

This article covers:

• About the Salesforce for Forecast Integration
• Setting up the Salesforce for Forecast Integration
• Syncing Salesforce Opportunities with Forecast
• Viewing Forecast Data in Salesforce

About the Salesforce for Forecast Integration

The integration features a two-way data flow, allowing you to align your sales and project management by turning opportunities into projects. 

Use the Salesforce integration to:

• Define Opportunity-to-Project syncing. Create Forecast projects from Salesforce Opportunities that reach a certain stage, i.e. Closed Won.
• Automate workflows and project creation. Assign Forecast templates based on Opportunity details.
• Align sales and project delivery teams. Drive interdepartmental communications and prepare your delivery team earlier with accurate project scopes and timelines.
• Reduce manual data entry. Keep Forecast projects in sync with updates made in Salesforce. Sync important project information and import client data to create a single truth for client records.
• Customize field layout in Salesforce. Use Salesforce-Forecast integration components to ensure your data flows exactly where your team needs it.
• View Forecast updates in Salesforce. View account-related Forecast projects and report on all Forecast project records within Salesforce.