Salesforce
- What is the Loopio Salesforce Integration?
- How Do I Set Up the Salesforce Integration - Lightning View?
- How Do I Set Up the Salesforce Integration- Classic View?
- How Can I Connect an Existing Loopio Project to a Salesforce Opportunity or Salesforce Account?
- What Fields Can I Add to the Salesforce Integration?
- Can I Map Custom Project Fields Using the Salesforce Integration?
- Can I Mark Custom Project Fields as Required in Salesforce?
- Can I Unlink a Project from Salesforce?