Salesforce - LiquidPlanner

LiquidPlanner

Online Manufacturing Project Management Software

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Salesforce Integration Overview

« See All Training Videos The LiquidPlanner App for Salesforce bridges the communication gap between sales teams using Salesforce and project teams using LiquidPlanner. The beauty of this integration is that it shares important information seamlessly between sales and project teams – providing real-time visibility into the entire project process, including status, milestones and delivery. Use the resources below to get up and...

Installing the LiquidPlanner App for Salesforce

LiquidPlanner's App for Salesforce allows you to create a LiquidPlanner project from the Opportunity record in Salesforce. To complete this one-time installation, and configure the LiquidPlanner App for Salesforce, you must have Admin or Developer rights in Salesforce. Note that your screens might not match exactly what you see below, depending on your Salesforce access level and your organization's Salesforce configuration. Step 1:...

Creating a Project from Salesforce

LiquidPlanner's App for Salesforce allows you to create a LiquidPlanner project from the Account or from the Opportunity record in Salesforce. Key project data from LiquidPlanner will be fed back to Salesforce as projects change over time. Salesforce Admins: If you haven't already installed the LiquidPlanner App for Salesforce, you'll need to do a one-time installation first, as described here: Installing the LiquidPlanner App for Sale...
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