Welcome to RFPIO Salesforce Integration Hub!
This page will take you through the various documentation available for the Salesforce Integration (Classic version).
Note: For an overview of this feature, download the attachment at the end of this article.
We help ease your Salesforce Integration with the following articles:
- Installing RFPIO Package in Salesforce
- Configuring Salesforce in RFPIO
- Configuring Object Types
- Creating and Mapping Custom Fields
- Configuring Custom Object Types
- Reports Configuration
- Theme Customization
- Show/Hide Layout Buttons
- SSO Setup
- Intake Setup
- Proposal Setup
- Publishing Package to Salesforce
- Configuring Account Sync