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Salesforce

Salesforce is one of the world’s most advanced CRM products, which is why Salesforce is Proposify’s most advanced integration. Take a look at these articles to see how to add Salesforce to your Proposify workflow.

  • Customizing Your Salesforce Integration

  • Field Mapping

  • Installing Salesforce through Proposify

  • Link Documents To A Salesforce Opportunity

  • Link Your Salesforce Account To Proposify

  • Salesforce - Creating A Proposal In Salesforce

  • Salesforce - Dynamic Pricing Tables

  • Salesforce - Licensed Management Application

  • Salesforce - Troubleshooting Field Mapping Errors

  • Salesforce - Uninstalling the Appex app

  • Salesforce Mappings In a Document

  • Supported Salesforce Versions

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