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Salesforce
Creating related tables in Salesforce (Lightning)Working with Proposal Builder in SalesforceSetting up Single Sign-On - Salesforce (Classic)Setting up Single Sign-On - Salesforce (Lightning)Salesforce integration hub (Classic)Salesforce integration hub (Lightning)Updating the Salesforce baseURLShowing and hiding layout buttons - Salesforce (Lightning)Showing and hiding layout buttons - Salesforce (Classic)Installing Responsive in Salesforce (Classic)Exporting response packages to SalesforceInstalling Responsive in Salesforce (Lightning)Integrating Salesforce OAuth with ResponsiveSalesforce integration FAQsSetting up intakes - Salesforce (Lightning)Setting up intakes - Salesforce (Classic)Setting up proposals - Salesforce (Classic)Setting up proposals - Salesforce (Lightning)Salesforce integration dataflow diagramConfiguring custom object types - Salesforce (Lightning)Configuring account syncing between Responsive and SalesforceConfiguring custom object types - Salesforce (Classic)Configuring object types - Salesforce (Classic)Configuring object types - Salesforce (Lightning)Configuring reports and dashboards - Salesforce (Classic)Configuring reports and dashboards - Salesforce (Lightning)Configuring the Salesforce integration in ResponsiveConnecting to multiple Salesforce instancesCreating custom Create Proposal links in SalesforceCreating and mapping custom fields - Salesforce (Classic)Creating and mapping custom fields - Salesforce (Lightning)Customizing themes - Salesforce (Classic)Customizing themes - Salesforce (Lightning)