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Salesforce Integration (Legacy)
MEDDICC Enable FAQs
Getting Started & mOS Basics
Account and Access
Team and Program Management
Certification
MEDDICC FAQs
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Companies
Opportunities
Opportunities
Elements
Contacts
My Organization
My Account
CRM Integration
Metrics Database (mDB)
What's new?
Salesforce Integration (Legacy)
Installation (Steps 1-8)
Troubleshooting
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Help Center
Salesforce Integration (Legacy)
MEDDICC Enable FAQs
Getting Started & mOS Basics
Account and Access
Team and Program Management
Certification
MEDDICC FAQs
Looking for something specific?
Companies
Opportunities
Opportunities
Elements
Contacts
My Organization
My Account
CRM Integration
Metrics Database (mDB)
What's new?
Salesforce Integration (Legacy)
Installation (Steps 1-8)
Troubleshooting
Salesforce Integration (Legacy)
Find out how to integrate the mOs with your own Salesforce account!
Installation (Steps 1-8)
Overview of the mOS/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 Settings
6. Integration Logs
7. Synch to the mOS button
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Troubleshooting
Salesforce Troubleshooting FAQs
