The Salesforce integration for Forecast contains a variety of useful tools to help you manage your sales from Salesforce Opportunity to Forecast Project. Within this article, you can find links to all of the resources available for the Salesforce integration, including set up and syncing of opportunities.
This article includes:
- Overview of the integration
- Setting up the Salesforce for Forecast integration
- Syncing SFDC opportunities to Forecast
- Viewing Forecast updates in Salesforce
Overview of the integration
Connect Salesforce with Forecast to align your sales with your project management. The integration enables you to turn every opportunity into a project, so you can plan your available resources and get the future project pipeline filled.
Use the Salesforce 2-way integration to reduce manual data entry, drive interdepartmental communications, align sales and project delivery teams and maximize efficiency, operations, and project management across the pipeline
With this integration, users can turn Salesforce deals into Forecast projects and accurately plan available resources according to win probability, sync important project information, and import client data to create a single truth for client records without the need to update multiple systems.
It is also possible for organizations from Salesforce to be imported as Forecast Clients to have one source of truth for your client records, without needing to update client information in separate systems.
Note: This integration only works for Salesforce Enterprise Edition and up.
Setting up the Salesforce for Forecast integration
You can find all the relevant information as to how to set up the Salesforce integration in the article below.
Syncing SFDC opportunities to Forecast
You can find all the relevant information as to how to sync Salesforce opportunities to Forecast in the article below.
Viewing Forecast updates in Salesforce
You can find all the relevant information as to how you can view updates from Salesforce in Forecast in the article below.
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