Salesforce Integration Checklist
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.
Database entities held in Salesforce can be imported and synchronized to a Magentrix Entity.
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.
Administrators can import Salesforce force.com Record Types into imported Salesforce objects to separate record data in Reports and control page layouts.
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