Overview of the mOS/Salesforce Integration

MEDDICC's Operating System (mOS) helps you and your team monitor and close deals faster The real-time data-driven scoring model will identifying key metrics, facilitating efficient and consistent deal prioritization. Thanks to a seamless integration with Salesforce, mOS ensures the synchronization of all important data types, including Users, Opportunities, Accounts, and Contacts (and up to 10 other conditions).

To get started, install the Salesforce managed integration package. Once the package is installed, you can configure the sync settings. You can choose which data to sync, as well as the conditions that must be met for an Opportunity to be synced. Once the sync settings are configured, the integration will start syncing data from Salesforce to mOS. The sync process runs in the background, so you can continue using Salesforce and mOS as usual.

This powerful integration is a reliable tool to keep your Salesforce and mOS data in sync, providing access to the latest information across both platforms. With this integration, you can maintain data accuracy and consistency throughout your workflow.

Step-by-Step Guide to Salesforce Integration

  1. mOS Installation Steps
  2. Grant User Access to mOS Package
  3. Get the API mOS Credentials
  4. Configure Field Mapping/Custom Metadata (Optional)
  5. mOS Custom Settings
  6. Integration Logs
  7. Synch to the mOS button
  8. Commonly Asked Questions

Next Step ➡️

1. mOS Installation Steps