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The Loopio Salesforce API Connector integrates Loopio with your Salesforce instance, allowing you to seamlessly kick off Loopio Projects from a Salesforce Opportunity or Account.
Creating a Project Using the Salesforce API Connector
To create a Loopio Project using the Salesforce API Connector:
Note: Your Organization may have installed the Loopio Salesforce API Connector only on Opportunity layouts or only on Account layouts. If you do not see the Loopio Object in the expected location please reach out to a Loopio Administrator.
- Navigate to an Opportunity or Account in Salesforce
- Scroll to the Loopio Object
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Select the New Loopio Project button
Note: The location of the New Loopio Project option may differ depending on how your Salesforce Administrator has configured the Opportunity or Account layout.
- Fill in the Project details in the Loopio New Project screen embedded in Salesforce. The Client Name will populate automatically with the Account Name tied to the Opportunity.
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[optional] Upload any required Source Documents:
- If you already have Project files attached to the Account or Opportunity, select Opportunities File or Accounts File from the Upload a Source Document dropdown,
then select a file - If you need to upload the file from your computer, select Browse Files from the Upload a Source Document dropdown and then Browse for the file. Note that this file will not be attached to the Opportunity or Account, only to the Project within Loopio
- If you already have Project files attached to the Account or Opportunity, select Opportunities File or Accounts File from the Upload a Source Document dropdown,
- Click Create
- If you have a Loopio License, you can view the Project in Loopio by clicking View Project in Loopio. If you do not have a Loopio License, you can navigate back to the Salesforce Opportunity by clicking Back to Opportunity.