OpenAir – Salesforce Integration App

Maintain and Monitor the OpenAir - Salesforce Connector

• Eliminating Password Expiration Issues and Maintenance in the Salesforce-NetSuite Connector

Overview of OpenAir - Salesforce Connector

• End-Point Application User Licenses: Dedicated or Shared
• Overview of the OpenAir – Salesforce Integration App

Install OpenAir - Salesforce Connector

• Required permissions for user role in OpenAir
• Required permissions for user role in Salesforce
• Install the OpenAir - Salesforce connector

OpenAir - Salesforce Connector Data Flow Settings

• OpenAir - Salesforce Connector Data Flow Settings
• Testing the data flows during implementation

Salesforce Opportunity to OpenAir Project Sync

• Salesforce Opportunity to OpenAir Project Sync

OpenAir Project to Salesforce Opportunity Sync

• OpenAir Project to Salesforce Opportunity Sync

Salesforce Account to OpenAir Client Sync

• Salesforce Account to OpenAir Client Sync

Salesforce Contact to OpenAir Contact Sync

• Salesforce Contact to OpenAir Contact Sync

Troubleshooting & FAQ's

• Support for preventing metadata loss after Salesforce sandbox account refresh
• Receiving Test Mode Error When Syncing Salesforce Account to OpenAir Client
• Uninstalling the OpenAir-Salesorce Connector

Release Notes

• Release Notes Version 1.3.4