ClientPoint's integration with Salesforce enables you and your users to easily connect your Salesforce Opportunities to their related ClientPoint(s).
Here is an example of how users can create new ClientPoints and map in Opportunity information from Salesforce:
REQUIRED: Integration with Salesforce requires an active ClientPoint subscription with CRM integration enabled. For more information please reach out to support@ClientPoint.net.
Plugin Install:
- Sign into Salesforce as an Admin.
- Paste this link into your browser: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t6T000001pikZQAQ
- Choose "Grant access to all users".
- Click "Install".
Have any questions? Please contact support@clientpoint.net.