How to sync Salesforce opportunity with XTEN-AV?

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

Once you have completed the design/ bill of materials, you can use three ways to send data back to the XTEN-AV:

1. The first way is to send all the Salesforce Opportunities to the XTEN-AV platform. For this, you have to go to Settings option, in the top right profile area.

• Once you click on it, you will find the Salesforce option under the Integrations tab.

• Select the Opportunities/Project option. Then Select the custom field to select the documents that you want to send from Salesforce to XTEN-AV while syncing by clicking on the Select Custom Field and click on the save button.

• Choose Opportunities that you would like to be pulled (downloaded) from salesforce into your XTEN-AV account and click on the submit button.

• Click on the Sync Opportunities button. Once clicked on it all your Opportunities from Salesforce will be visible on the XTEN-AV account.

2. The second way is to send all the project data to the XTEN-AV platform, go back to the project page and inside the Project Settings menu click on Pull changes from Salesforce to send back the opportunity data from Salesforce to XTEN-AV.

3. The third way is to send all the Salesforce opportunity with XTEN-AV. Go to the All Project page by clicking on the All Projects option from the left navigation menu.

• To sync your Salesforce opportunity with XTEN-AV, click on the Pull from Salesforce button under the Sync tab.

• Select the design and click on the 'Sync' button. Your Salesforce and XTEN-AV account will be synced in a while and you will get a notification.

Updated on: 02/26/2026