Salesforce

Salesforce is one of the world’s most advanced CRM products, which is why Salesforce is Proposify’s most advanced integration. Take a look at these articles to see how to add Salesforce to your Proposify workflow.

• Customizing Your Salesforce Integration
• Field Mapping
• Installing Salesforce through Proposify
• Link Documents To A Salesforce Opportunity
• Link Your Salesforce Account To Proposify
• Salesforce
• Salesforce - Creating A Proposal In Salesforce
• Salesforce - Dynamic Pricing Tables
• Salesforce - Licensed Management Application
• Salesforce - Troubleshooting Field Mapping Errors
• Salesforce - Uninstalling the Appex app
• Salesforce Mappings In a Document