The Salesforce for Forecast integration connects your sales pipeline to your project management process, helping teams move smoothly from closing a deal in Salesforce to delivering the work in Forecast.
Once connected, key details — like the opportunity name, budget, and client information — sync automatically between the two systems, so your delivery team always starts with accurate, up-to-date project information.
Note: Some fields sync in both directions, while others only flow one way. See the Salesforce and Forecast Field Sync section below for a full breakdown.
In this article, you'll find key details on field syncs, what you can do with the integration, and where to go next to get set up, sync opportunities, and view Forecast data in Salesforce.
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Salesforce and Forecast Field Sync
When you connect Forecast to Salesforce, certain fields on your Opportunities and Accounts stay in sync with their corresponding Projects and Clients in Forecast.
What You Can Do With the Salesforce Integration:
- Create Forecast projects from Salesforce Opportunities. Automatically create projects when an Opportunity reaches a specified stage, such as Closed Won.
- Automate project creation and workflows. Use Opportunity details to determine which Forecast project template is assigned.
- Improve collaboration between sales and delivery teams. Share project scope and timeline information earlier so delivery teams can prepare for upcoming work.
- Keep project and client data in sync. Reduce manual data entry by syncing updates from Salesforce to Forecast and importing client data to maintain consistent client records.
- Customize how data is displayed in Salesforce. Use Salesforce-Forecast integration components to display Forecast data where your team needs it.
- View Forecast project information in Salesforce. Access account-related Forecast projects and report on Forecast project records directly in Salesforce.
Where to go next
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