Salesforce Advanced Integration

Overview

The advanced Salesforce integration for Kantata OX allows you to create projects for Salesforce Opportunity Line Items (OLIs)/Products, to sync time, expenses, and invoices from Kantata OX to Salesforce, and more. Here's a quick comparison of the things you can do in the standard and advanced integrations:

Standard

Advanced

Create project per opportunity
Create Unnamed Resources
Show Project Health Status
Set a system default template ID
Set default for Fixed Fee, Non-Billable, and Change Orders on projects
Set default Project Access, Time Approvals, and Expense Approvals on projects
Archive projects based on Stage
Automatically delete projects in Salesforce and archive projects in Kantata OX when corresponding Salesforce object is removed
Apply one default template to all Opportunity created projects
Sync posts from the Kantata OX Workspace to the chatter feed in the Kantata OX Object in Salesforce
Sync chatter feed posts from the Kantata OX Object in Salesforce to the Kantata OX Workspace
Map Opportunity Stage to Kantata OX Project Status
Sync Project Summary information from Kantata OX to Salesforce
Put Projects in Account Groups
Sync parent tasks from Kantata OX to Salesforce

Create a separate project per OLI/Product
Create Business Development Projects
Apply a different template based on Opportunity or multiple templates based on Opportunity Line or Product
Sync Role/Time summary from Kantata OX to Salesforce
Sync Time Entries (requires Time Approvals)
Sync Expenses (requires Expense Approvals)
Sync Invoices
Set Budget, Title, and Lead to be managed by Salesforce
Use a custom checkbox field to disable processing by Opportunity
Set the project lead in Kantata OX
Set the default department and geography on all projects
Limit Project Creation to Opportunities with specific Products
Set default rate card for projects
Automatically create Tasks in Kantata OX Project for specific products on Opportunity
Limit Project creation to Opportunities of specific types
Use email address for list of participants

How to Upgrade to the Advanced Kantata OX-Salesforce Integration

Open your profile menu, and navigate to Developer Console.
Note: In the Lightning UI, the Developer Console can be found under the gear icon.
The Developer Console displays.
Navigate to Debug > Open Execute Anonymous Window.
Enter Mavenlink.MavenlinkExternal.updateSetting('pcsm.sct.advanced');, and click Execute. There should be a new log entry for the upgrade, with a Status of "Success".
You're done! The upgrade to the advanced Kantata OX-Salesforce integration is now complete. Close the Developer Console.