Welcome to the Salesforce integration hub. This page lists the various articles available for the Salesforce integration (Lightning).

See the Academy course on Salesforce Integration for more information.

Select the applicable tab for your edition of Responsive.

• • Installing Responsive in Salesforce (Lightning)
  • Configuring the Salesforce integration in Responsive
  • Creating and mapping custom fields - Salesforce (Lightning)
  • Configuring account syncing between Responsive and Salesforce
  • Configuring custom object types - Salesforce (Lightning)
  • Configuring object types - Salesforce (Lightning)
  • Configuring reports and dashboards - Salesforce (Lightning)
  • Customizing themes - Salesforce (Lightning)
  • Exporting response packages to Salesforce
  • Setting up Single Sign-On - Salesforce (Lightning)
  • Setting up intakes - Salesforce (Lightning)
  • Setting up proposals - Salesforce (Lightning)
  • Showing and hiding layout buttons - Salesforce (Lightning)

• Essentials features are subscription-based and may not be available for all users. Contact the Customer Success Team, or customersuccess@responsive.io, for more details.

  • Installing Responsive in Salesforce (Lightning)
  • Configuring the Salesforce integration in Responsive
  • Creating and mapping custom fields - Salesforce (Lightning)
  • Configuring account syncing between Responsive and Salesforce
  • Configuring custom object types - Salesforce (Lightning)
  • Configuring object types - Salesforce (Lightning)
  • Configuring reports and dashboards - Salesforce (Lightning)
  • Customizing themes - Salesforce (Lightning)
  • Exporting response packages to Salesforce
  • Setting up Single Sign-On - Salesforce (Lightning)
  • Setting up intakes - Salesforce (Lightning)
  • Setting up proposals - Salesforce (Lightning)
  • Showing and hiding layout buttons - Salesforce (Lightning)