Portfolium Integration Package
- Approximately 10 Weeks
- Kick-Off within 72 hours
Contact us to discuss a Salesforce to Portfolium integration!
Sales (800) 951-7651
Project Kickoff and Business Process Reviews
- We’ll discuss your finalized goals for one-way integration including a plan for mapping your key fields and tables.
- We’ll create a new sandbox, and create a new workspace for our developers to author apex.
Create Apex Triggers and Classes
- We’ll create the necessary apex triggers and classes to facilitate integration with Salesforce.
Testing & Revisions
- We’ll ask you to test everything in the sandbox prior to deployment to production to ensure we’ve met your expectations.
- We’ll perform a one-hour training session to demonstrate how the integration works and where to find your data.