Salesforce for Deltek Vantagepoint
Built by: Deltek
Integrates with: Deltek Vantagepoint
Leverage Salesforce integrated to the project-based functionality of your Vantagepoint solution for greater project efficiency.
Out of the box integration that allows pulling opportunity, account and contact information from Salesforce into Vantagepoint
- Mapping configurable in Vantagepoint
- Salesforce Opportunities are imported in as In Pursuit Projects
Hours of Support: Mon - Fri 9:00 a.m. - 5:00 p.m. ET
Telephone: 1.877. HLP. PROJ or 1.877.457.7765
Online Help: https://deltek.custhelp.com/
Salesforce Integration Utility
Link opportunity, account, and contact records in Salesforce with corresponding records in Vantagepoint.
Using the Salesforce Form
Use the Salesforce form to set up Vantagepoint to connect to your Salesforce instance.