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This article is about a deprecated feature.

The integration of the XTRF system with Salesforce.com ensures smooth co-operation between the sales and production departments of a translation company.

Table of Contents

Supported Salesforce Versions

Salesforce Cloud needs to allow web service API integration, which as of January 2017 is available in Lightning Enterprise and Lightning Unlimited editions.

General Description

XTRF and Salesforce integration can be divided into three groups of processes:

  1. User management;
  2. Customer and contact person management;
  3. Opportunity management.

Opportunity management is available starting from XTRF version 2015 Winter (3.5).

Synchronization

See: Field Mapping between XTRF and Salesforce  

Configuration

See: Salesforce Integration Pre-configuration