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Salesforce

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  • Installing RFPIO in Salesforce (Lightning)
  • Installing RFPIO in Salesforce (Classic)
  • Salesforce Integration Hub (Lightning)
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  • Configuring the Salesforce Integration in RFPIO
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  • 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)
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