The integration between Mavenlink and Salesforce is set up through Salesforce and managed by Mavenlink. To configure the Mavenlink Connector in your Salesforce account, you’ll need a Salesforce Enterprise Edition account with Salesforce Administrator privileges. The Mavenlink Connector enables integration.
Table of Contents
How often does Salesforce run Mavenlink?
What is Mavenlink integration?
What is Mavenlink project?
Is Salesforce chatter bidirectional?
Is Mavenlink available on Salesforce?
Does Mavenlink synchronize with Salesforce?
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About this website
What is Mavenlink Wave?
CATEGORIES Analytics Mavenlink Wave for Professional Services brings real-time project analytics into Salesforce. By increasing visibility into client projects, services leaders are able to better plan for demand while sales teams can keep tabs on client project progress.
What is Salesforce Labs?
CATEGORIES Admin & Developer Tools , Salesforce Labs Use this package to configure the officially supported SalesforceA applications as Connected Apps in your organization. This package is usually pre-installed in your organization, but is available here in case you need to reinstall it.
What is Salesforce Inbox Control Panel?
CATEGORIES Sales Intelligence The Salesforce Inbox Control Panel allows you to manage your team’s deployment of the Inbox apps.
Does managed package count against org?
Contents of managed packages don’t count against your org’s app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.
What is Salesforce like?
Salesforce is like a bucket of legos. Everyone gets the same bucket, but can build anything you want out of it. I’ve worked on Salesforce instances for: construction, non-profits, job training, music industries, medical insurance, medical billing, paid parking, and international medical diagnostic companies.
Is Salesforce a good search engine?
Salesforce handles searches extremely well. Many users have described it as Google for all your work stuff. The trick is to get all of your data onto the platform, but once that is done the magic of its relational database becomes invaluable.
Is Salesforce a perfect solution?
While it’s not perfect and can be overly complicated at times, there is not another solution out there that can do what it does. To get the same functionality you would need numerous disparate tools to match the amount of functionality Salesforce has. Having it all aggregated on one platform makes the complicated parts far more bearable
Is Salesforce more universally used?
Salesforce tends to be more universally used and has applications outside of the nonprofit sphere. Although I personally have not used Raisers Edge to the extent that I have used Salesforce, I will say that I find Salesforce slightly easier to navigate and more customizable as well. In general, the fact that more organizations use Salesforce was a component of our decision to use them.
How often does Salesforce run Mavenlink?
The schedule that Salesforce fetches data from Mavenlink on. It can be scheduled to run as frequent as every hour.
What is Mavenlink integration?
The integration creates a Mavenlink project automatically from a Salesforce Opportunity. When the Opportunity reaches your predefined trigger stage, a Mavenlink project is automatically created and the 2 are linked for future updates.
What is Mavenlink project?
Mavenlink projects can be created automatically and pre-populated with important information from the Opportunity. This allows service delivery teams to begin project execution more effectively. Sales teams can see key metrics about the projects they sold, and have relevant information with which to reach out and follow-up with customers. This can drive repeat business and build stronger relationships.
Is Salesforce chatter bidirectional?
Communication within a project is bidirectional between Salesforce Chatter and the Mavenlink Activity Feed.
Is Mavenlink available on Salesforce?
This integration is available for purchase in Premier and Enterprise. Mavenlink’s Salesforce app is available on the Salesforce AppExchange. Setup can be arranged through your Account Manager in coordination with a Solutions Engineer. For further information, please reach out to your Account Manager or Client Success Manager, or email support@mavenlink.com.
Does Mavenlink synchronize with Salesforce?
Once a project/opportunity mapping is configured, the integration will synchronize the following Mavenlink fields with Salesforce fields of the same name created in a custom object.
