Overview
There are numerous configuration options available with the Salesforce integration that you can activate or deactivate to better accommodate your team’s project needs, which include the following:
- Integration Options
- Processing Control
- Synchronization Settings
- Project Options (All Projects)
- Project Options (Standard Auto-Created Projects Only)
- Project Product Settings (Advanced)
- Estimate Options (All Estimates)
- Estimate Options (Standard Auto-Created Estimate Only)
- Estimate Product Settings (Advanced)
- Logging Settings
- Opportunity-Level Settings
- Project Creation
- Business Development Project Settings
- Project Naming
- Estimate Creation
- Estimate Naming
- OLI-Level Settings
- Project Creation
- Business Development Project Settings
- Project Naming
- Estimate Creation
- Estimate Naming
- Non-Standard OLI Settings
- Authentication Settings
- Syncing
- Field Mappings
- Custom Field Mappings
To get to the Mavenlink Package Configuration page, click the app menu icon in the left corner and then select Mavenlink Connector. Once the Mavenlink Connector loads, click the Mavenlink Configuration tab at the top of the screen.
Integration Options
Processing Control
| Configuration | Description |
|---|---|
| Enable Opportunity Processing | If checked, a project in Kantata OX is created when an Opportunity is created. |
| Enable Feed Processing | If checked, the Object's Chatter feed appears in the Kantata OX's project activity feed. |
Synchronization Settings
| Configuration | Description |
|---|---|
| Sync Only ML Projects | If checked, projects that were not created from an Opportunity or Opportunity Line Item via the integration will sync. When unchecked, all projects will sync. |
| Project Page Size | Select the batch size—or the number of records that are processed in a single batch job—that will be used when processing projects. Note: It's recommended to set this value to 50 unless instructed otherwise by Kantata. |
| Sync Posts | If checked, the Kantata OX project’s Activity Feed posts will appear in an Object’s Chatter feed. |
| Feed Page Size | Select the batch size—or the number of records that are processed in a single batch job—that will be used when processing feed posts. Note: It's recommended to set this value to 50 unless instructed otherwise by Kantata. |
| Sync Externally Created ML Projects | If checked, all Kantata OX projects—including those not currently associated with an Opportunity or Opportunity Line Item—will transfer to Salesforce. |
| Sync Externally Created ML Estimates | If checked, manually created Kantata OX estimates will sync to Salesforce. When unchecked, only estimates created from the Salesforce integration will sync from Kantata OX to Salesforce. |
Project Options (All Projects)
| Configuration | Description |
|---|---|
| Put Projects in Account Groups | If checked, a project created by an Opportunity will be added to a Group in Kantata OX. Note: If there isn't already a Group that has a title matching the Opportunity, a new Group will be created for the project in Kantata OX. |
| Project Status Mappings | Enter the mappings for Salesforce Opportunity stages and what their corresponding statuses will be in Kantata OX. |
| All Projects Have Financials | If checked, financials are activated for all new projects that are created via the Salesforce integration. |
| System Default Template ID | Enter the template ID that will be used by default when an Opportunity does not fit the Opportunity Level Project settings criteria. Note: The template ID can be found in the URL of any Kantata OX template. |
| Show Tasks on Projects | If checked, all parent tasks in a Kantata OX project transfers to the Mavenlink Tasks section in the Salesforce project Object. Note: Please contact Kantata's Professional Services team for best practices before activating this setting. |
| Show Sub Tasks on Project | If checked, all subtasks in a Kantata OX project transfer to the Mavenlink Tasks section in the Salesforce project Object. Note: Please contact Kantata's Professional Services team for best practices before activating this setting. |
| Create Unnamed Resources | If checked, unnamed resources populate in the Kantata OX project when a project template is applied. |
| Show Role/Time on Projects | If checked, all project financial information by role transfers to the Mavenlink Roles section in the Salesforce project Object. |
| Show Time Entries | If checked, approved time entries in the Kantata OX project transfer to the Mavenlink Object in Salesforce. |
| Enable Legacy Time Entry Processing | If checked, Kantata OX project time entries are processed using the Salesforce 2.4 version (or earlier). Note: All time entries will be processed even if they are not part of an approved timesheet. Note: Please contact Kantata's Professional Services team for best practices before activating this setting. |
| Show Expenses | If checked, approved project or task expenses in Kantata OX transfer to the Mavenlink Object in Salesforce. |
| Enable Legacy Expense Processing | If checked, Kantata OX project expenses are processed using the Salesforce 2.4 version (or earlier). Note: All expenses will be processed even if they are not part of an approved expense report. Note: Please contact Kantata's Professional Services team for best practices before activating this setting. |
| Show Invoices | If checked, approved invoices in Kantata OX transfer to Salesforce as an invoice reference Object. |
| Use Email for Participants | If checked, a user's name is replaced with their email address in the Salesforce project participants list. |
| Show Project Health Status | If checked, Project Health statuses from the Kantata OX project transfer to a related record in the Mavenlink Object in Salesforce. |
Project Options (Standard Auto-Created Projects Only)
| Configuration | Description |
|---|---|
| Projects are Fixed Fee | If checked, the default billing type for project tasks is set as Fixed Fee. If unchecked, the default will be Time & Materials. |
| Projects are Non Billable | If checked, new project tasks are set as non-billable by default. |
| Change Orders Enabled | If checked, Kantata OX projects are created with change orders enabled. |
| Salesforce Managed Fields | Select which Kantata OX field will be managed by Opportunity data in Salesforce. Note: To select more than one field, hold down the Control key on your keyboard and click each desired option. |
| Opportunity Archive Stage Values | Select the stage the Opportunity must be in for any associated Kantata OX projects to be archived. Note: To select more than one field, hold down the Control key on your keyboard and click each desired option. |
Project Product Settings (Advanced)
| Configuration | Description |
|---|---|
| Project Only For Specific Products | If checked, an Opportunity-level project is created if there is at least one Product and it matches the Projects Only For Specific Prod Field setting. |
| Projects Only for Specific Prod Field | Enter the Salesforce Product field that determines whether a Kantata OX project is created. Note: This option does not automatically appear when installing the connector. The checkbox custom field must be manually added to Product and then marked as True. |
| Disable Processing by Opportunity | If checked, a Kantata OX project will not be created when the specified checkbox field is set to True on the Opportunity. Note: You must enter the specified field via the Disable Processing By Opportunity Field setting. |
| Disable Processing by Opportunity Field | Enter the Opportunity field that prevents a Kantata OX project from being created when the checkbox field is set to True on the Opportunity. Note: This restriction can be turned On by checking the Disable Processing by Opportunity box. |
Estimate Options (All Estimates)
| Configuration | Description |
|---|---|
| Put Estimates in Account Groups | If checked, the Kantata OX estimate is added to the Kantata OX Group that is associated with the Salesforce account. |
| Show Scenarios on Estimates | If checked, scenario data from the Kantata OX estimate transfers to the Mavenlink Estimates Object in Salesforce. |
| Show Resources on Estimates | If checked, resource data from the Kantata OX estimate transfers to the Mavenlink Estimate Object in Salesforce. |
Estimate Options (Standard Auto-Created Estimate Only)
| Configuration | Description |
|---|---|
| Estimate Salesforce Managed Fields | Select which fields are managed by Salesforce based on the Opportunity data. Note: Changes to these fields will be overridden by the field values in Salesforce. Note: To select more than one field, hold down the Control key on your keyboard and click each desired option. |
Estimate Product Settings (Advanced)
| Configuration | Description |
|---|---|
| Estimate Only for Specific Products | If checked, a Kantata OX estimate is created when the specified custom field checkbox on the Opportunity is set to True. Note: You must enter the specified custom field via the Estimates Only for Specific Prod Field setting. |
| Estimates Only for Specific Prod Field | Enter the Product field that determines whether a Kantata OX estimate should be created. Note: This capability can be turned On by checking the Estimate Only for Specific Products box. |
| Disable Estimate Process by Opportunity | Prevents an Opportunity from processing when the specified custom field checkbox on the Opportunity is set to True. Note: You must enter the specified custom field via the Disable Estimate Processing By Opp Field setting. |
| Disable Estimate Process by Opp Field | Enter the Opportunity field that indicates that an estimate should not be created for the Opportunity. Note: This capability can be turned On by checking the Disable Estimate Process by Opportunity box. |
Logging Settings
| Configuration | Description |
|---|---|
| Logging Status | Select a logging status. Note: This setting is primarily used by the Kantata Support team. It’s recommended to keep this setting turned Off unless specified otherwise by the team. |
| Logging Level | Enter the level of logging detail (0-9) that will be used, with 0 being the least amount and 9 being the highest. Note: This setting is primarily used by the Kantata Support team. |
| Log Entry Longevity | Enter the amount of hours that a log entry will be kept in the event log. Note: This setting is primarily used by the Kantata Support team. |
Opportunity-Level Settings
Project Creation
| Configuration | Description |
|---|---|
| Project for Every Opp | If checked, a project is created for every Opportunity that reaches a specific stage. You can select the stage in the Opportunity Stage Values field in the Project Creation section. Note: This box must be checked to have a project created for every Opportunity, even if all stages are selected for project creation. |
| Project Template ID | Enter the ID for the template that will be used by the connector during the Kantata OX project creation. Note: The specified template will only be applied for projects created automatically by the integration. If a project is created manually, the default template from the Integration Options tab will be used. |
| Opportunity Template Field | Enter the API field name—located on the Opportunity object—that holds the template ID that will be used by the connector during the Kantata OX project creation (e.g. Opportunity.Kantata_Template_ID__c). |
| Template for Specific Products | If checked, a specified template will be applied when specific products are added to an Opportunity. Note: You must enter the specified template via the Template for Specific Products Field setting. |
| Template for Specific Products Field | Enter the product Object field that indicates which Template ID is applied when a product is added to the Opportunity. Note: This capability can be turned On by checking the Template for Specific Products box. |
| Opportunity Stage Values | Select the Opportunity stage that will trigger a Kantata OX project to be created. Note: To select more than one stage, hold down the Control key on your keyboard and click each desired option. |
| Project Access | Select the project access level for each Kantata OX project created via the Salesforce integration:
|
| Auto Time Approval | If checked, timesheets are automatically approved for each project that is created via the Salesforce integration. |
| Auto Expense Approval | If checked, expenses are automatically approved for each project that is created via the Salesforce integration. |
| Enable Auto Project Delete | If checked, deleting an Opportunity will automatically archive the project in Kantata OX and delete the Salesforce project. |
| Mavenlink Project Lead Lookup Field | Enter the API field name—which will be located in the Opportunity object—that holds the email address for the user who will be the Project Lead for the Kantata OX project. Note: The email address in the Opportunity field must be for an active Kantata user. |
| Project Lead Ref CF Set Name | Enter the Kantata OX user custom field set name that has the custom field that indicates which user will be the Project Lead for the Kantata OX project. |
| Project Lead Ref CF Name | Enter the Kantata OX user custom field name that indicates which user will be the Project Lead for the Kantata OX project. |
| Default Geography | Enter the default geography that will be applied to the Kantata OX project created via the Salesforce integration. Note: This functionality is only available when Organizations are enabled in your Kantata OX account. |
| Default Department | Enter the default department that will be applied to the Kantata OX project created via the Salesforce integration. Note: This functionality is only available when Organizations are enabled in your Kantata OX account. |
| Geography Field | Enter the Salesforce custom field that specifies the geography for Opportunity-level projects. |
| Department Field | Enter the Salesforce custom field that specifies the department for Opportunity-level projects. |
| Rate Card ID | Enter the ID for the Rate Card that will be applied by default to the Kantata OX project created via the Salesforce integration. |
| Rate Card Field | Enter the Salesforce custom field ID that indicates which rate card will be used for the Kantata OX project. Note: This will override the default rate card used for project creation. |
| Tasks for Specific Products | If checked, a Kantata OX project task will be created for each product that has the checkbox custom field checked and is attached to an Opportunity. |
| Task for Specific Products Field | Enter the product field that indicates if a project task should be created. |
| Task for Products Hours Field | Enter the Opportunity line item field that will specify the estimated hours assigned to the task that is created for each product. |
| Opportunity Types for Project Creation | Select the Opportunity type that the integration will create Kantata OX projects for. Note: If no option is selected for this field, projects will be created for all Opportunity types. Note: To select more than one type, hold down the Control key on your keyboard and click each desired stage. |
Business Development Project Settings
| Configuration | Description |
|---|---|
| Use Business Dev. Projects | If checked, a Business Development project is created before the Kantata OX project. Note: A Business Development project is specifically created to help manage the sales process. Note: A Business Development project cannot become a Delivery project. |
| Business Dev. Creation % | Enter the Opportunity’s probability percentage, which will trigger the creation of a Business Development project once met. |
| Business Dev. Project Template ID | Enter the project template ID that will be used when creating a Business Development project via the integration. Note: This template will only be applied for automatically created projects. Any manually created project will use the default template specified in the Integration Options tab. |
Project Naming
| Configuration | Description |
|---|---|
| Include Account Name | If checked, the Salesforce account name will be included in the Kantata OX project title created via the integration. |
| Include Opp Name | If checked, the Opportunity name will be included in the Kantata OX project title created via the integration. |
| Name Custom Field | Enter the Opportunity custom field that contains the name that will be included in the project title for all Opportunity-level projects. |
| Include Delivery Suffix | If checked, the suffix entered in the Delivery Project Suffix field will be added to the Business Delivery project title. |
| Include BD Suffix | If checked, the suffix entered in the Business Dev Suffix field will be added to each Delivery project title. |
| Delivery Project Suffix | Enter the suffix that will be added to each Delivery project title. |
| Business Dev Suffix | Enter the suffix that will be added to each Business Development project title. |
Estimate Creation
| Configuration | Description |
|---|---|
| Estimate for Every Opp | If checked, an estimate will be created for every Opportunity that meets the configuration criteria selected in the Estimate Opportunity Stage Values field. |
| Estimate Opportunity Stage Values | Select the Opportunity stages that will trigger a Kantata OX estimate to automatically create. Note: To select more than one stage, hold down the Control key on your keyboard and click each desired option. |
| Opportunity Types for Estimate Creation | Select the Opportunity type that the integration will create Kantata OX estimates for. Note: If no option is selected for this field, projects will be created for all Opportunity types. Note: To select more than one stage, hold down the Control key on your keyboard and click each desired option |
Estimate Naming
| Configuration | Description |
|---|---|
| Include Account Name | If checked, the Salesforce account name will be included in the Opportunity-level estimate title created via the integration. |
| Include Opp Name | If checked, the Opportunity name will be included in the Opportunity-level estimate title created via the integration. |
| Name Custom Field | Enter the Opportunity custom field that contains the name that will be included in the project title for all Opportunity-level projects. |
| Include Delivery Suffix | If checked, the suffix entered in the Delivery Project Suffix field will be added to the Opportunity-level estimate title created via the integration. |
| Delivery Estimate Suffix | Enter the suffix that will be added to the Opportunity-level estimate title created via the integration. Example: [Account Name] - [Opportunity Name] - [Custom Field Data] - [Suffix]. |
OLI-Level Settings
Project Creation
| Configuration | Description |
|---|---|
| Project for Every OLI | If checked, a project will be created for each Opportunity Line Item. |
| Project OLI Conditions | Enter the condition that will trigger the creation of a Opportunity Line Item project once met. Example: If projects should only be created for a specific product code (e.g. XXXX), enter OpportunityLineItem.Product2Id.ProductCode=’XXXX’ |
| Project Template ID | Enter the project template ID that will be used by the integration when creating the Opportunity Line Item project. |
| Product Template Field Name | Enter the API field name—located on the Product object—that holds the template ID that will be used by the connector during the Kantata OX project creation. |
| Opportunity Stage Values | Select the Opportunity stage that will trigger a Kantata OX project to be created. Note: To select more than one field, hold down the Control key on your keyboard and click each desired option. |
| Project Access | Select the project access level for each Kantata OX project created via the integration:
|
| Auto Time Approval | If checked, timesheets are automatically approved for each project that is created via the Salesforce integration. |
| Auto Expense Approval | If checked, expenses are automatically approved for each project that is created via the Salesforce integration. |
| Enable Auto Project Delete | If checked, deleting an Opportunity will automatically archive the project in Kantata OX and delete the Salesforce project. |
| Mavenlink Project Lead Lookup Field | Enter the API field name—which can be located in either the Opportunity or Product object—that holds the email address for the user who will be the Project Lead for the Kantata OX project. Note: The email address must be for an active Kantata user. |
| Project Lead Ref CF Set Name | Enter the Kantata OX user custom field set name that has the custom field that indicates which user will be the Project Lead for the Kantata OX project. |
| Project Lead Ref CF Name | Enter the Kantata OX user custom field name that indicates which user will be the Project Lead for the Kantata OX project. |
| Default Geography | Enter the default geography that will be applied to the Kantata OX project created via the Salesforce integration. Note: This functionality is only available when Organizations are enabled in your Kantata OX account. |
| Default Department | Enter the default department that will be applied to the Kantata OX project created via the Salesforce integration. Note: This functionality is only available when Organizations are enabled in your Kantata OX account. |
| Geography Field | Enter the Salesforce custom field that specifies the geography for Opportunity Line Item projects. |
| Department Field | Enter the Salesforce custom field that specifies the department for Opportunity Line Item projects. |
| Rate Card ID | Enter the ID for the Rate Card that will be applied by default to the Kantata OX project created via the Salesforce integration. |
| Rate Card Field | Enter the Salesforce custom field that indicates which rate card will be used for the Kantata OX project. |
| Execute OLI Asynchronously | If checked, Opportunity Line Item projects will be created by a separate asynchronous process after the associated Opportunity is updated. |
| OLI Asynchronous Delay | Enter the delay—in seconds—that will occur between the trigger completing and the Opportunity Line Item project creating asynchronously. |
| Batch OLI Inserts | If checked, Opportunity Line Item inserts will be executed in separate asynchronous batches. |
| OLI Insert Batch Size | Enter the Opportunity Line Item insert batch size. |
Business Development Project Settings
| Configuration | Description |
|---|---|
| Use Business Dev. Projects | If checked, Business Development projects will be created before a traditional Kantata OX project. |
| BD Project OLI Conditions | Enter which conditions are required for an Opportunity Line Item to become a project via the integration. Example: If projects should only be created for a specific product code (e.g., XXXX), enter OpportunityLineItem.Product2Id.ProductCode=’XXXX’ |
| Business Dev. Creation % | Enter an Opportunity’s probability limit for becoming a Business Development project. |
| Business Dev. Project Template ID | Enter the project template ID that will be used to create a Business Development project via the integration. |
Project Naming
| Configuration | Description |
|---|---|
| Include Account Name | If checked, the Salesforce account name will be included in the Kantata OX project title created via the integration. Note: If all naming options on this page are checked, the project title will display as [Account Name] - [Opportunity Name] - [Custom Field Data] - [Suffix]. |
| Include Opp Name | If checked, the Opportunity name will be included in the Kantata OX project title created via the integration. |
| Include OLI Name | If checked, the Opportunity name will be used in the Opportunity Line Item project title. |
| Name Custom Field | Enter the Opportunity custom field that contains the name that will be included in the project title for all Opportunity Line Item projects. |
| Include Delivery Suffix | If checked, the suffix added in the Delivery Project Suffix field will be added to the Business Delivery project title created via the integration. |
| Include BD Suffix | If checked, the suffix entered in the Business Dev. Suffix field will be added to the Business Delivery project title created via the integration. |
| Delivery Project Suffix | Enter the suffix that will be added to each Delivery project title. |
| Business Dev. Suffix | Enter the suffix that will be added to each Business Development project title. |
Estimate Creation
| Configuration | Description |
|---|---|
| Estimate for Every OLI | If checked, an estimate will be created for each Opportunity Line Item that meets the configuration criteria selected in the Estimate Opportunity Stage Values field. |
| Estimate OLI Conditions | Select the Opportunity line item stages that will trigger a Kantata OX estimate to automatically create. Note: To select more than one stage, hold down the Control key on your keyboard and click each desired option. |
| Opportunity Stage Values | Select the Opportunity stage that will trigger a Kantata OX Opportunity Line Item project to be created. Note: To select more than one stage, hold down the Control key on your keyboard and click each desired option. |
Estimate Naming
| Configuration | Description |
|---|---|
| Include Account Name | If checked, the Salesforce account name will be included in the Kantata OX project title that is created from an Opportunity Line Item estimate. |
| Include Opp Name | If checked, the Opportunity name will be included in the Kantata OX project title that is created from an Opportunity Line Item estimate. |
| Include OLI Name | If checked, the Opportunity name will be used in the Opportunity Line Item estimate title. |
| Name Custom Field | Enter the Opportunity custom field that contains the name that will be included in the project title for all Opportunity Line Item projects. |
| Include Delivery Suffix | If checked, the suffix entered in the Delivery Estimate Suffix field will be added to the Opportunity Line Item project title. |
| Delivery Estimate Suffix | Enter the suffix that will be included in the Opportunity Line Item project title. |
Non-Standard OLI Settings
| Configuration | Description |
|---|---|
| Nonstandard OLI | Enter the Object type for the non-standard—or custom—Opportunity Line Item. |
| Nonstandard OLI Ref Field | Enter the non-standard Opportunity line item’s lookup field that references the Opportunity’s ID. Note: If left blank, this field defaults to OpportunityId or OpportunityId_c. |
| Nonstandard Price Field | Enter the API field name that holds the project budget amount. |
| Nonstandard Currency Field | Enter the API field name that holds the project budget currency. |
Authentication Settings
| Field | Description |
|---|---|
| Account Name | The Kantata OX account name. |
| Client Id | The Client ID, which is generated after you register a new application at Settings > API in Kantata OX. Note: This ID is called Kantata OX Application ID in Kantata OX. |
| Client Secret | The Client Secret ID, which is generated after you register a new application at Settings > API in Kantata OX. Note: This ID is called Secret Token in Kantata OX. |
| Redirect URL | The Redirect URL, which is a preset configuration that should not be edited. |
| Application Base URL | The Application Base URL, which is a preset configuration that should not be edited. |
| API Base URL | The API Base URL, which is a preset configuration that should not be edited. |
Syncing
| Field | Description |
|---|---|
| Preferred Start Time | Select the time that Salesforce will begin to sync information from Kantata OX. |
| Frequency | Select how often Salesforce will sync information from Kantata OX once the start time has begun. |
| Trigger Project Import | Click this button to import all Salesforce projects into Kantata OX. Note: Once the project import is complete, you will need to link the existing Kantata OX project to an existing Opportunity. |
Field Mappings
Note: This is a read-only tab that displays the standard field mappings between Salesforce and Kantata OX. These fields cannot be edited.
Custom Field Mappings
| Column | Description |
|---|---|
| Subject Type | Select the Kantata OX custom field type that will be mapped to Salesforce:
|
| Custom Field | Enter the Kantata OX custom field name that will be mapped to the Salesforce custom field. Note: The custom field name entered here must exactly match the custom field name as it appears in Kantata OX. |
| Applicable Object Types | Select the Salesforce Object that triggers the Kantata OX project creation. Note: To select more than one Object, hold down the Control key on your keyboard and click each desired option. |
| Custom Field Data Type | Select the Salesforce data type that will be sent to Kantata OX. Note: The Salesforce data type must match the Kantata OX data type. |
| Salesforce Object | Select the Object that will be used to send information to Kantata OX for outbound mappings. |
| Salesforce Field | Select the Salesforce field that contains the information that will be sent to Kantata OX. |
| Custom Object Field Path | Enter a Salesforce Object and field that does not appear in the Salesforce Object drop-down menu. Example: Opportunity.OwnerId.Name |
| Mapping Direction | Select the direction information will be sent between Salesforce and Kantata OX:
|
| Default Value | Enter a default value for the custom field. Note: This field should be left blank if you are using either the Salesforce Object, Salesforce field, or the Custom Object Field Path criteria. |
| One Time Mapping | Select if this mapping will occur once or multiple times:
|
Extension Points
Note: Extension Points allow you to override some of the Mavenlink Connector functions with custom scenarios using Apex code. These scenarios can either replace or be added to the standard Connector functionality.
| Column | Description |
|---|---|
| Extension Point Class | The name of the Apex class that the connector will use to activate the custom scenarios. |
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