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# 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.**

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/settings_d6h3v2.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/download-43_13mwggr.png)

* 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/download-44_1i3hxaj.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/download-45_eel46u.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/download-46_1ef5p4v.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/download-47_as13po.png)

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.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/download-48_o37x7z.png)

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.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/download-49_4qhmqe.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/download-50_1v9fr8r.png)

* 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/download-51_y8zh3t.png)

### Related Articles

* [How to Sync XTEN-AV All Accounts to Salesforce](https://knowledgebase.xtenav.com/en-us/article/how-to-sync-xten-av-all-accounts-to-salesforce-f6s5sy/?utm_source=chatgpt.com)
* [How to Sync XTEN-AV Project with Salesforce](https://knowledgebase.xtenav.com/en-us/article/how-to-sync-xten-av-project-with-salesforce-6jzt00/?utm_source=chatgpt.com)
* [How to Sync Salesforce All Accounts to XTEN-AV](https://knowledgebase.xtenav.com/en-us/article/how-to-sync-salesforce-all-accounts-to-xten-av-1yub74a/?utm_source=chatgpt.com)