- Overview: http://www.youtube.com/watch?v=hJE2BM_X9Wo&feature=youtu.be
- Customization: http://www.youtube.com/watch?v=xLy4IKh9YjA&feature=youtu.be
* You will need a commercial Salesforce account or free Force.com Developer Account to test the integration as Salesforce 30 day trials do not support custom application code.
* Salesforce Professional Edition (PE) does not have a Sandbox feature. If you are a Salesforce PE administrator and wish to install, you will be doing so on your Production Environment.
Clarizen’s Salesforce Integration enables sales and technical support teams to enhance their work processes and account management by initiating and following Clarizen Projects and Issues directly within related Salesforce Accounts, Campaigns and Opportunities. This enables:
- Superior Account Management as customer-facing executives can push opportunities into projects to get them more accurately scoped and budgeted
- Monitoring the real-time progress of projects and issues related to customers and prospects and ensure they are communicating accurate and timely information
- Project and Delivery Teams to get improved visibility of incoming projects, backlog and expected resourcing.
The typical integration with Clarizen can be illustrated as follows:
High Level Schematic Diagram of the Integration
Working with Clarizen Projects
- Create New or Link an Existing Project to an Account or Opportunity
- Salesforce users can create Clarizen projects directly from existing Salesforce Accounts, Campaigns and Opportunities. A Salesforce Account, Campaign and Opportunities can be linked to multiple Clarizen projects, reflecting various stages of activity of an Account. At a large customer for example, you may have projects in Quotation phase, some in Pilot phase and others where you have successfully won the business already in their Fulfillment phase. (You can customize the project types to suit your organization's definitions)
- Once a project has been created, all additional project details, schedules, resource assignments, and ultimately execution, will be carried out from within the Clarizen interface.
- Real-time Project Progress Insight
- Salesforce users can view the progress of ongoing projects that are related to Accounts, Campaigns and Opportunities. This includes the project’s roadmap, % complete and the project’s financial KPIs. Child Projects and Milestones as well as related project issues can be viewed for each individual project.
Working with Clarizen Issues
- Create New
- Through a Case, Account, Opportunity or Campaign, users can create new Clarizen Issues which may then be further categorized within Clarizen as Feature Requests, Bugs, Change Requests, Risks, etc. Each issue will be automatically synced into Clarizen with all relevant details.
- Track Progress Overview
- Users (or Salesforce users) can view details of Clarizen Issues that are relevant to Salesforce Accounts, Campaigns and Opportunities.
- Salesforce users can see the Status, Severity, Due Date and any related Clarizen projects that individual issues are assigned to.
Installing Clarizen’s Salesforce Integration from Salesforce AppExchange Package Installer
1.Log in as a Salesforce administrator to install the application.
2.Go to Clarizen’s Salesforce Package Installer listing at: http://appexchange.salesforce.com/listingDetail?listingId=a0N300000030eHZEAY
3.All components to be installed will be listed as below.
4.Click on “Continue” button to begin Installation process.
5.A pop-up Alert window will ask you if you want to allow Clarizen to communicate with your Salesforce account. Grant access and then click Continue.
6.The next screen shows the package API access to standard objects, click “next” to continue. Upgraders from the v1 integration - if you do not see both addresses (APP and API) make sure you add the missing one manually.
7.Salesforce Enterprise & Unlimited Editions: Choose the security level and select the appropriate user profiles that will have access to Clarizen’s Salesforce integration and click “next” to continue.
8.Clarizen’s Salesforce integration is now ready to be installed. Click on “Install” to complete installation.
- As of Salesforce's Winter 2012 release you no longer need to Deploy installed packages so you should not need to take any further installation steps.
A 30 day trial site license is installed automatically. Contact your Clarizen Account Manager to purchase a commercial site-wide license.
Setting up the Clarizen Default User Account
Note: Users with Salesforce privileges “View Setup and Configuration” AND “Customize Application” will see the full Administration Setup section in the Clarizen Setup page. Users without those privileges will be presented only with the Personal Setup section.
Select the “Clarizen” package from the Salesforce package dropdown on the top right of the screen. Click on the “Clarizen Setting Page” link under the “Clarizen Today” tab to set up your Clarizen credentials.
- In the Clarizen Settings Page, under the “Administration Setup”, the Clarizen Default User must enter their Clarizen username and password. This is the link account for the integration to access Clarizen. The Clarizen Default User in Clarizen’s Salesforce Integration, does not need Administrator User rights within Clarizen. Default Users must have both Salesforce and Clarizen licensed accounts and are used functionally as the organizational link account between Salesforce and Clarizen.
IMPORTANT: Clarizen has several permission types. Financial Permissions allows the user to see all financial data (costs, revenues, and expenses) related to a project. The data exposed in Salesforce is in line with the personal Clarizen permissions of the user. However, the integration also permits non-Clarizen users to create Projects and Issues and, if no personal user credentials are entered, Salesforce uses those of the Default user. So if you do not want unlicensed Clarizen users to see financial information you can either:
- [Recommended] Use a Clarizen user with Super User privileges but without Financial Permissions as the Default User in Salesforce. Users will still be able to input financial data such as estimated revenue, just not see it thereafter. Users with Financial Permissions will see financial data.
- Create Salesforce Profiles with layouts that don’t show the financial data fields.
Click on the Save button before continuing with the setup.
Importing Project Templates
Clarizen Project Templates are Organization-wide. Templates should be imported by the Administration User at setup and any further imports are done by the Scheduled Daily Sync (see next section) or can be done manually by the Administration User from the Clarizen Setup tab. Template import replaces all previously imported templates and the associated links within Salesforce’s Clarizen Project records, so if you deleted the Template, the reference to it will also be removed. This has no effect on projects that were already created.
Note: Known Issue Template names in Clarizen can be up to 255 characters, whereas the Template Name field in Salesforce only allows 80 characters. If you have Clarizen template names longer than 80 characters you will need to shorten them.
Importing Clarizen Users
You should import Clarizen users on first run to populate the Clarizen Resource object in Salesforce. They will be updated thereafter by the daily sync mechanism.
Clarizen Users are linked to:
- Clarizen Project as Project Manager
- Clarizen Milestone as Manager
- Clarizen Issue as Assignee
Updating All Project and Issue Data – Daily Sync
Project and Issue information in Salesforce is synced on demand when you view Project or Issue records.
To run reports on all projects or issues without viewing each record you should set up a scheduled daily sync via the Clarizen Setup tab.
To set up scheduled syncs, enable them using the checkbox and then choose a time when you want the daily mass update sync to run. If you need the data sync to run immediately (to force a refresh of all data for reports & dashboards click the "Sync Active Projects" button.
Note: If you need to uninstall the Clarizen integration application you will need to disable this sync before Salesforce allows you to do so.
Adding Clarizen to Page Layouts
External (AppExchange) applications are not able to automatically add sections to existing Salesforce page layouts so the default setup adds three new Tabs.
- Clarizen Today
- Clarizen Projects
- Clarizen Issues
In addition there are another 2 tabs which are hidden by default, but may be accessed via the All Tabs screen link (“+” sign) which is always present at the right side of the tab bar.
- Clarizen Setup
- Clarizen Sync Logs
For optimal workflow, where Salesforce users want to create Projects & Issues directly from their Campaigns, Accounts, Opportunities & Cases, with minimal change to their current Salesforce workflow, it is highly recommended to add the Clarizen components (Projects or Issues) as Related Lists onto the relevant Layouts. To do this you will need to enter the Setup ⇒ App Setup ⇒ Customize ⇒ Accounts ⇒ Page Layout and you can drag the Clarizen Related Lists that you want to use to the desired location on the page.
Note: Salesforce Enterprise & Unlimited Editions: Salesforce does not allow modification to Standard Profiles to allow access to custom objects, so if you are using standard Salesforce Profiles (e.g. Standard User) you will need to clone the profile, ensure your Custom Object Permissions are set appropriately and then edit the cloned version and define it as the default layout for the relevant Profiles.
Note: Salesforce Professional Edition only allows one Page Layout per Object and does not offer custom Profiles. System Administrator Users can add Clarizen Projects or Issues Related Lists to Accounts, Opportunities, and Case Page Layouts for all users using the Salesforce drag-and-drop layout editor at: Setup ⇒ App Setup ⇒ Accounts ⇒ Page Layout Also note that in Salesforce Professional Edition, only users with Marketing User permissions will see Campaign pages.
- Once you have finished placing the Related List on the page, you’ll be asked if you want to Overwrite Related List Customizations. Select “Yes” to finish.
Clarizen Access for non-Admin User Profiles (Salesforce Enterprise & Unlimited Editions)
If you did not set up Clarizen access for all Users upon installation, once you are ready to start rolling out the integration to your user base, you will need to grant access to the specific Apex Classes and Visualforce pages that Clarizen uses. If you don't do this, your users will get "insufficient permissions" notices from Salesforce.
Note that you can't add Clarizen to Salesforce Standard User profile, so make sure you have set up a custom user profile to allow this customization.
Advanced Topic – Tracking which User Profiles have Clarizen Access
Salesforce Enterprise & Unlimited Editions only. You can find more information on the Enhanced Profile List Views to report on permissions across multiple roles here.
Exposing Additional Clarizen fields in Salesforce
You can map additional Project and Issue fields – including your own Clarizen custom fields - from Clarizen to Salesforce.
Fields from Projects and Issues in Clarizen can be added to Salesforce as follows:
- Click on Setup ⇒ App Setup ⇒ Create ⇒ Objects
- Select either Clarizen Issue or Clarizen Project depending on the entity field you would like to add.
- Under the Custom Fields & Relationships header click on the “New” box
- Select the field type based on the field you will be referencing from Clarizen. i.e. when adding the “Total Estimated Cost” field from Clarizen, field type would be “currency”. Click next.
- Enter the required details including the “Field Label”, “Length”, etc., as per your preference. The “Field Name” box should be filled based on the following formula:
“Field Name” should start with “CLZ_” and then the Clarizen Field API Name.
- Clarizen Standard fields that can be mapped, are listed here and you can find a complete listing of fields with their corresponding API Names in Clarizen Settings ⇒ Customization ⇒ Fields.
Matching Field Types
In order for the sync to work reliably it is very important that the field types in Clarizen and Salesforce match. Mismatches in field types and data ranges cause unexpected behavior including failure of sync.
- Additional Lookup to Clarizen Reference to Object fields It is possible to create references to other Clarizen Projects, Milestones, Issues and Resources that are in Salesforce. You can add Project Sponsor or custom direct references to users (i.e. not Resources or Reviewers) </p>
Mapping a Custom Clarizen Field
- Clarizen custom fields are designated by a “C_” prefix. If you are mapping a Clarizen custom field into Salesforce you’ll need to include it into the field name, for example: “CLZ_C_CurrentMilestone” or "CLZ_C_AccountManager"
- Once you have entered the details click “Next”.
- Establish the field-level security and click “Next”.
- Select to “Add Field” to the Project or Issue layout and then click “Save” or “Save & New”.
- To set the positioning on the field, go into an existing “Project” or “Issue” within Salesforce and click on the “Edit Layout” option. Click and drag to place the newly created field into the required positioning.
- Custom Clarizen Picklist Fields should be created on Project or Issues entities in Clarizen Customization panel (not on the Work Items or All Issues "Super Class").
- Clarizen Duration Fields should be be mapped to Salesforce text fields, Salesforce does not have an equivalent field type. Duration values can be hours, days, weeks, or months, so if you need to use the duration number for calculations, you should set a Clarizen system setting "Show effort related time in Hours" to ensure you'll receive duration in a uniform unit.
Adding a new regular field: Screencast Video (widescreen)
Add Clarizen Gantt
Clarizen's Roadmap is included by default on the Project record. However, some organizations want their sales people to have access to the full Gantt.
This is a simple customization which involves:
- Add a new custom Gantt field in Clarizen
- Add a workflow rule to populate the Gantt field (use this app to install the rule & the field)
- Add the custom field to the Salesforce Clarizen Project object (field name should be "CLZ_C_Gantt" - see screenshot below)
- Add a custom Detail Page button to the Salesforce Clarizen Project object to launch the Gantt URL in a new window (see screenshot below)
Custom Gantt Field
Customizing Salesforce via Workflow Rules
Salesforce Workflow rules are a useful way to auto-fill additional information into Clarizen Project records. If you have Salesforce Workflow Rules setting field values On Create of a Project or Issue these will only be applied when you save the new Project or Issue record so you will not see them pre-populated.
Using Clarizen InterAct to Update Clarizen from Salesforce
Using Clarizen InterAct for 2-way communication with Salesforce & Clarizen.
The architectural model used by the Clarizen Integration is that new Clarizen Projects and Issues are created by Salesforce Users (typically Sales Team create draft projects, Support Team create Issues) and all project management and execution (scoping, scheduling, resourcing, time & expense reporting, delivery team collaboration) is handled in Clarizen.
The integration enables Sales and Support teams to monitor the progress and KPIs of their projects and issues with all updates published from Clarizen to Salesforce.
However, some customers do want Sales/Support teams to be able to update project and issues with additional information.
- Creating a Draft Project when an Opportunity’s “%Probability” is 70%, but then activating it (change Clarizen Project State to “Active”) when the Opportunity reaches “Closed Won”.
- Creating a Draft Project but not allowing activation until a Senior Manager has authorized
- Updating the Description of an Issue with additional details.
- Attaching a Project Scope document
You can use standard Salesforce Workflow Rules with Email Alert actions combined with Clarizen InterAct to support these scenarios. You will need to deactivate InterAct Confirmation Messages in Clarizen System Settings for this to work.
We have created a sample application which adds the Workflow Rules in Clarizen to perform the actions described above as well as adding the InterAct address for each Project.
You can adapt the formula for Issues and add Validation Criteria to make the runtime rules more sophisticated
Step 1: [Salesforce] Map InterAct field to Salesforce Projects
- Create a new email field in Salesforce for Clarizen Project.
- The field label should be CLZ_C_InterAct
Now each project you create/add to Salesforce will have an InterAct address (example: email@example.com where p-12002 will be the unique ID for each Project in your organization and mydomain will be your organization's unique InterAct domain)
Step 2: [Salesforce] Create Email Template
In this example we simply send the Description text in the body of the email.
Step 3: [Salesforce] Create Workflow Rule and Email Alerts to Clarizen
In this example, we trigger the update by a change to the Project’s “Description” field and send the update to the Project.
3.2 Add Email Alert Workflow Action
The Clarizen Project specified by the InterAct Address email field will receive the update and (according to the rule in Clarizen) replace the body text of the email into the Description of the Project.
When associated with a Workflow Rule:
3.3 Don't forget to activate all Workflow Rules in Salesforce and Clarizen!
Usage Workflow: Clarizen and Salesforce
Users who do not have Clarizen login credentials can create Projects and Issues from Salesforce and view updates, though all these are done using the Default Connectivity User credentials so that the creator of the project and issues (in Clarizen) will be that default user.
To get a personalized Clarizen integration and a real-time high level overview of all the projects through the Clarizen Today screen, non-admin Salesforce users only need to enter their Clarizen user name and password on their initial entry. This is done under the “Personal Setup” section of the Clarizen Setup Page.
A Clarizen User must be from the same Clarizen Organization Account as the Default User.
Creating New Projects
Many of the project fields are read-only and will be automatically synchronized from Clarizen. This supports the intended workflow of creating new Projects (or Issues) from Salesforce with delivery execution within Clarizen (and only followed in Salesforce).
The fields you can input when creating a new project in Salesforce are:
- Project Name – mandatory field
- Project Template
- Project Type – a subset of the list in Clarizen
- Start Date
- End Date
- Project Manager - a lookup of Active (licensed) Salesforce Users
You can also relate the project to a Campaign, an Account or an Opportunity. All other fields are read-only and are synchronized from Clarizen.
All Projects created from Salesforce are in Draft state.
Creating New Projects Using Project Templates
If you want to use a template to create your Clarizen Project you should select it when creating a new project.
Once you have created your project if you change the Template type, Project Manager or any other information within Salesforce, it will have no effect on Clarizen and will be overwritten by date from Clarizen on subsequent syncs.
Automating the Creation of New Projects
Note: Salesforce Professional Edition users - due to a Salesforce packaging restriction, you will need to manually add the fields of the 3 objects used by the Trigger Builder to the objects' standard layouts: ClarizenAppSetupObject, ClarizenAppSetupRule, ClarizenAppSetupTemplate.
You can access these objects via Salesforce: Setup> App Setup > Create > Objects
You can automate the creation of new Clarizen Projects using the trigger builder wizard which is accessed via the Clarizen Setup page Admin section.
Clarizen Projects can be created automatically from Salesforce Opportunities, Accounts or Campaigns and will be linked to the object that generated the Project. Typically it will be Opportunities that trigger the creation of a new Clarizen Project.
You can set any non-text area field of a Salesforce Opportunity, Account or Campaign to trigger the creation of an Clarizen Project.
In addition to defining the criteria which trigger creation of a new Project you can also select criteria which define which Project Template to use when creating the Project.
Template selection rules have a running order (Clarizen's InterAct feature uses a similar mechanism). If there are multiple templates that could be used, it will be the first one that matches that which will create the project. You can customize the run order.
The name of the project is set by Opportunity Name - Account Name - Date and can be freely renamed in Clarizen or overridden by Salesforce Workflow Rules.
To populate other fields with values from the triggering Opportunity, Account or Campaign you should use Salesforce Workflow Rules.
Creating New Issues
Note: Make sure you have activated the Issues management module in Clarizen to take advantage of this feature.
You can create multiple Clarizen Issues from a single Salesforce Case, Campaign, Opportunity or Account. You can also link an Issue to a Clarizen Project once you have linked to or created it via Salesforce.
Automating the Creation of New Issues
You can automate the creation of Issues using the trigger builder wizard which is accessed via the Clarizen Setup page Admin section.
Clarizen Issues can be created automatically from Salesforce Cases and will be linked to the Case that generated the Issue. You can set any field on Salesforce Case to trigger the creation of an Issue. To populate other fields with values from the triggering Case you should use Salesforce Workflow Rules.
Assigning Project Managers & Assigning Issues
When creating a new Clarizen project in Salesforce, you can select the Project Manager and when creating a new Clarizen issue you can select who the issue is assigned to. The 'Project Manager' field on the New Project page, and the 'Assigned To' field on the New Issue page list Clarizen Users who are synced to the Clarizen Resources object in Salesforce. Once you have assigned a Project Manager, within Clarizen that project manager can then pass ownership to another Clarizen user.
For organizations that have a clear separation of Salesforce and Clarizen users the recommended workflow is to nominate a Project Manager (example: the Head of PMO or Delivery Manager) as the recipient of all Projects created from within Salesforce. This will enable your Project Management Office to assign incoming work in an orderly and effective manner.
- If the assigned Project Manager is not in the Salesforce Clarizen Resource, a new user is created in Salesforce
- If the Project Manager field is left empty, Clarizen will assign the Personal User from the Clarizen Setup page as the Project Manager. If the Personal User field is also empty, Clarizen will assign the Admin User from the Clarizen Setup page as the Project Manager.
Clarizen’s Salesforce Integration includes 3 useful and customizable Best Practice Dashboards with their supporting reports. Whilst these are aimed at Professional Services organizations, the metrics and KPIs they measure show are valuable for most organizations delivering projects.
The 3 dashboards are:
- Project Management comprised of:
- Projects Schedule Status by Type
- Project Schedule Status by Project Manager
- Projects by % Completion
- Projects Signed - by Project Manager
- Expected Revenue by Project Type
- Expected Revenue by Project Manager
- Budget Overrun by Type
- Budget Overrun by Project Manager
- Late Projects - Schedule Overrun
- PM Load - Projects Count
- Projects with Issues
- Assigned Projects Backlog
- Financial Management comprised of:
- Signings - Projects' Expected Revenue
- Actual Cost vs. Profitability
- Customers' Profitability
- CPI Levels
- SPI Levels
- Current Contracts Risk Analysis
- Revenues - Actual vs Expected
- Costs - Budget vs. Actual
- Actual - Revenue vs. Costs
- Delivery Costs
- Budget Overrun by Project Type
- Budget Overrun by Project Manager
- Risk Forecast
- Non Billable Hours vs Billable
- Executive Management comprised of:
- Status by Schedule
- Status by Budget
- Project Delivery Funnel
- Profitability by Account
- Profitability by Project Type
- Profitability by PM
- Signings: Expected Revenue
- Signings: Project Count per Project Manager
- Upsell by Customer last 30 days
The dashboards can be freely customized with your own reports and KPI metrics.
Projects and Issues created in Salesforce are automatically pushed to Clarizen in realtime.
Any further changes (i.e. management of the project or issue resolution) are done in Clarizen and the changes will be synchronized back to Salesforce.
Any Milestones, Child (sub) Projects and Issues related to the Project will be detected by the subsequent Salesforce syncs and the relevant objects will be created in Salesforce and updated.
When a user accesses a Clarizen Project or Issue page in Salesforce, they can immediately refresh the data for that Project (and related items) or Issue from Clarizen.
In addition to the realtime sync, a scheduled daily sync updates from Clarizen once a day all:
- Child Projects
- Users (Clarizen Resources)
This ensures that your data and reports are accurate whilst not adding the overhead of syncing every change to every project in realtime. You can specify the preferred time that you wish to sync via the Setup page.
As with other activities built on Salesforce’s Scheduler, the preferred time specifies when it should be added to the Salesforce job queue server, and the exact time of the sync depends on the job server load.
Salesforce Admin users can manually trigger a batch sync of Clarizen data using the “Sync Projects from Clarizen”, “Sync Milestones from Clarizen”, “Sync Issues from Clarizen”, “Sync Templates from Clarizen”,“Sync Users from Clarizen”, buttons in the Clarizen Setup tab in Salesforce. Due to Salesforce web services limits these updates cannot be run simultaneously and you will need to wait between syncs. A guidelines from Clarizen benchmarking tests showed that syncing 1000 projects typically takes 2 minutes.
Why aren't all of my Projects & Issues synced to Salesforce?
Projects and Issues that were not created from Salesforce and that are not directly linked in Clarizen to a Project that syncs with Salesforce (either as a sub or parent project) will not be automatically pulled into Salesforce as Salesforce's Clarizen sync has no simple way to know which of these Salesforce objects you would like to link.
To import many existing Clarizen Projects or Issues see Salesforce_Integration#Import_of_Existing_Clarizen_Projects_and_Issues
You can selectively add existing Clarizen Projects using the Link to Existing Clarizen Project option after you click the New Clarizen Project button on a Salesforce Opportunity, Account or Campaign and then select the project or search for it in Clarizen.
Customers in Clarizen
Clarizen synchronizes Salesforce Accounts to Clarizen Customers as required: that is, if an Account does not exist as a Clarizen Customer it will be synced once upon create of the Project/Issue including its Contacts into Clarizen. As Salesforce users typically have more advanced CRM requirements than the basic contact card functionality used in Clarizen, once the Customer exists in Clarizen no further synchronizations are performed.
- Users designated as 'External Users' in Clarizen are not permitted to create new Customers in Clarizen.
- Clarizen Customer record description field is limited to 512 characters. If you store a large amount of text in your Account Description field in Salesforce it will be truncated to 512 characters when synced to the Clarizen Customer record.
- Clarizen Customers have a Main Contact by default whereas Salesforce Accounts do not have a corresponding role. When syncing a Salesforce Account to Clarizen Customer the first Contact created in Clarizen will be designated the 'Main Contact'. If you intend to use this Clarizen feature extensively you should to verify manually that the main contacts are correctly set.
- Clarizen multi-currency support can be enabled by an Admin via [Clarizen System Setting 1.8]
- Salesforce multi-currency support must be specifically requested from Salesforce.
- To use multi-currency between both systems you will need to install an additional small package which enables this.
If you would like to use multi-currency between both systems please either:
- contact your Customer Success representative or
- email the Clarizen for Salesforce team at firstname.lastname@example.org
Import of Existing Clarizen Projects and Issues
Note: This procedure works only for Salesforce Enterprise and Unlimited Editions
Some customers want all of their existing Clarizen Projects or Issues to be imported in Salesforce and need a batch process instead of linking them one by one. Clarizen may not have all of the Salesforce Accounts, Opportunities and Campaigns associated with Projects so before importing into Salesforce you can set these relationships up in a CSV file which is more convenient than doing so after the information is imported to Salesforce.
The following steps describe how to get the information out of Clarizen and into Salesforce - it is the same process for both Projects and Issues.
- Create a new view within your Work Items subsystem. You need 2 columns only: “Name” and “External ID”.
- You can also add “WorkItem.Customers” to it too if you have the Customer names within Clarizen.
- It is recommended to also add Project Manager column.
- Note that some of the External ID values are of a different length. If you have created a Project from Salesforce, it will have a shorter ID.
- Download Exported List of the view as XLS.
- Modify the XLS file as follows:
- Remove the any text and images above the field names.
- You can remove the rows with Salesforce External IDs to avoid replacing any relationship data you may have already set up.
- Add in a new Column “sync”. The value for every row should be “0”. This prevents a sync-on-create trigger from running which exceeds the Salesforce concurrent webservice requests limit.
- Add in any Opportunity or Account Names which are related.
- Save it as CSV.
- Import the CSV file via Salesforce Setup ⇒ Data Management ⇒ Import Custom Objects ⇒ Custom Objects Import Wizard
Note: Please refer to the actual settings chosen in the images
- Modify the CSV file. Change the “Sync with Clarizen” entry for all rows to "1".
- Run the same Import again but only Update the existing records. The immediate sync is not triggered when the project is updated, only when it’s created.
- Verify your Projects are now in Salesforce. You will not see updated % Completion, Project Manager and other details yet.
- Go to the Clarizen Setup page in Salesforce. Press the "Sync Now" button. This will update all the Projects now in Salesforce with the latest information from Clarizen.
- Import Complete.