To sync your XTEN-AV project with Salesforce first you need to connect XTEN-AV account with Salesforce account.

Once you have completed the design/ bill of materials, you can use one of the two ways to send data back to the Salesforce account:

First, you can go back to the project page and inside the “Project Settings” menu click on “sync with Salesforce” to send back the opportunity data from XTEN-AV to Salesforce.

This will send all design data that are made in that project and map it to the opportunity data on Salesforce.



The second way is to send all the project data, at once, to the Salesforce platform. For this, you have to go to the ‘Account Preferences’ page from the top-right menu.

Click on the “View” button in front of Salesforce and then you will find “SYNC WITH SALESFORCE” button to sync all the projects.





You will be able to see line items that were in the projects on XTEN-AV, now shown in the products section of the opportunity in the Salesforce dashboard.

Also, you will be able to see the dealer prices of those products, along with quantity and description.

Was this article helpful?
Cancel
Thank you!