Getting Started
Before you can synchronize data between platforms, you'll need to install the Bonterra CRM integration package in your Salesforce organization.
Step 1: Prepare for installation
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Ensure you have administrator access to both your Bonterra CRM instance and Salesforce organization
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Review system requirements in the downloadable EA Salesforce Integration User Guide
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Back up any critical data in both systems before proceeding
Step 2: Install the Salesforce package
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Access the installation link provided in the EA Salesforce Integration User Guide
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Log in to your Salesforce account when prompted
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Choose to install for all users or specific profiles based on your needs
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Select "Install" to begin the package installation process
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Wait for the installation to complete - you'll receive a confirmation message
Step 3: Configure initial connection settings
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Navigate to the newly installed Bonterra CRM integration app in Salesforce
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Enter your Bonterra CRM credentials when prompted
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Authorize the connection between systems
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Test the connection to verify successful installation
What else do you need help with?
- Understanding Bonterra CRM Salesforce Integration
- How do I configure data sharing between platforms
- How do I manage synchronized records