How do I setup opportunity sync to Salesforce?

How do I setup opportunity sync to Salesforce?

It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator.

How to setup opportunity sync to Salesforce

Step 1:  Go to Setup > CRM > CRM 


 

Step 2: Click on the “Configure Button”


 

Step 3: Login to sales force.

 


Step 4: Click on “Opportunities” 


Step 5: Map Mindmatrix fields with your Salesforce Opportunity fields, click next > then finish to complete. 

 

 

 





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