Salesforce Advanced Integration

Overview

The advanced Salesforce integration for Mavenlink allows you to create projects for Salesforce Opportunity Line Items (OLIs)/Products, to sync time, expenses, and invoices from Mavenlink 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 Mavenlink when corresponding Salesforce object is removed
Apply one default template to all Opportunity created projects
Sync posts from the Mavenlink Workspace to the chatter feed in the Mavenlink Object in Salesforce
Sync chatter feed posts from the Mavenlink Object in Salesforce to the Mavenlink Workspace
Map Opportunity Stage to Mavenlink Project Status
Sync Project Summary information from Mavenlink to Salesforce
Put Projects in Account Groups
Sync parent tasks from Mavenlink 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 Mavenlink 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 Mavenlink
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 Mavenlink 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 Mavenlink-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 Mavenlink-Salesforce integration is now complete. Close the Developer Console.