Articles on: Integration

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:

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.

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.

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.

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: 10/10/2022

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