Salesforce
- Installing RFPIO in Salesforce (Lightning)
- Installing RFPIO in Salesforce (Classic)
- Salesforce Integration Hub (Lightning)
- Salesforce Integration Hub (Classic)
- Configuring the Salesforce Integration in RFPIO
- Configuring Account Syncing Between RFPIO and Salesforce
- Connecting to Multiple Salesforce Instances
- Proposal Setup (Lightning)
- Proposal Setup (Classic)
- Creating Proposals in RFPIO Through Salesforce
- Creating a Custom "Create Proposal" Link in Salesforce
- Intake Setup (Lightning)
- Intake Setup (Classic)
- Publishing Export Response Packages to Salesforce
- Configuring Object Types (Lightning)
- Configuring Object Types (Classic)
- Configuring Custom Object Type (Lightning)
- Configuring Custom Object Types (Classic)
- Creating and Mapping Custom Fields (Lightning)
- Creating and Mapping Custom Fields (Classic)
- Configuring Reports and Dashboards (Lightning)
- Configuring Reports and Dashboards (Classic)
- Showing/Hiding Layout Buttons (Lightning)
- Showing/Hiding Layout Buttons (Classic)
- Customizing Theming (Lightning)
- Customizing Theming (Classic)
- Creating Related Tables in Salesforce (Lightning)
- Updating the Salesforce BaseURL
- Setting Up Single Sign On in Salesforce (Lightning)
- Setting Up Single Sign On in Salesforce (Classic)