Help Document
Salesforce Integration Checklist


    • Configuring Salesforce as an API Provider

      Before Salesforce Objects can be imported into your Magentrix portal, Salesforce must be configured as an API Provider so that the two platforms can communicate.

    • Importing Salesforce Objects

      Database entities held in Salesforce can be imported and synchronized to a Magentrix Entity.

    • Managing Imported Salesforce Objects

      Administrators can resynchronize their Magentrix instance to properly reflect changes by refreshing the imported Object. Administrators can also edit security role permissions or delete imported Objects.

    • Importing Salesforce Record Types

      Administrators can import Salesforce Record Types into imported Salesforce objects to separate record data in Reports and control page layouts.

    << About Salesforce Integration | Configuring Salesforce as an API Provider >>