What We'll Cover

  • Configuration and Operation

    Kantata users will be presented with an in-depth training on Kantata Salesforce Integration and configuration for project-related data with the Kantata solution.

  • Hands-On Exercises

    Hands-on student lab exercise are provided as part of the course curriculum to reinforce your use of the tool.

Course Description

Expected Duration: Approximately 2 hours

Kantata users will be presented with an in-depth training on Kantata Salesforce Integration and configuration for project-related data with the Kantata solution.

This course is designed to provide direction to end users with administrator permissions to properly configure and enable the Kantata Salesforce integration to seamlessly connect Kantata to Salesforce. This course is designed so that the core audience can take full advantage of Kantata while leveraging Salesforce as a Customer Relationship Management (CRM) system.


Course Objectives

After completion of this course, students will be able to:

  • Identify the features, functionality, and configuration options of the Kantata Salesforce integration.
  • Properly configure and complete all necessary operations through the user interface to accomplish the desired integration activities.
  • Cite the various scenarios and available objects.
  • Identify the source of issues and errors when troubleshooting errors by exercising and using the tools, methods, and best practices for resolution.
  • Identify and access the Help assets and other related resources.


Who Should Take This Course

This course is recommended for Kantata Account Administrators who have:

  • Familiarity navigating all Kantata Administrator functions
  • Familiarity setting up authentication tokens 
  • Familiarity with setting and configuring Projects
  • Familiarity with Custom Fields
  • Familiarity with configuring and managing, time, expense, invoices
  • If your company uses Estimates in Kantata, familiarity with the Estimates feature is recommended


As well as Salesforce Administrators who have:

  • Familiarity with configuration options
  • Understand Opportunities
  • Be able to browse both standard and custom Salesforce objects
  • Be able to create fields
  • Be able monitor Scheduled and Apex jobs
  • Familiarity with the Developer Console
  • Familiarity with Salesforce Object Query Language (SOQL)
  • Familiarity with Apex code


Student Prerequisites

The following prerequisites apply.  It is recommended that the student have:

  • Experience as a Kantata Administrator and familiarity with Administrative settings within Kantata.
  • Experience as a Salesforce Administrator and familiarity with Salesforce configuration settings, and general accounting practices.
  • It is important for the administrators of both accounts to be fully engaged in implementing the integration as these resources will be best suited to understand the downstream impacts of any configurations made.

Course Curriculum

  • 1
    Introduction
  • 2
    Module 1 -- Introduction
  • 3
    Module 2 -- Installing and Configuring the Salesforce Integration
  • 4
    Module 3 -- Configuring Opportunity Processing
  • 5
    Module 4 -- Additional Configuration Options
  • 6
    Module 5 -- Advanced Processing
  • 7
    Resources
  • 8
    Conclusion
  • Introduction Course Overview
  • Module 1 -- Course Description, Goals and Objectives, Introduction to Mavenlink Salesforce Integration -- PDF Module 1 -- Introduction -- Video
  • Module 2 -- Installing and Configuring the Salesforce Integration -- PDF Module 2 -- Installing and Configuring the Salesforce Integration -- Video Student Hands-on Lab Exercise -- Installing the Mavenlink Salesforce Connector
  • Module 3 -- Configuring Opportunity Processing -- PDF Module 3 -- Configuring Opportunity Processing -- Video Student hands-on Lab Exercise -- Minimum Required Settings for Configuring Opportunity Processing
  • Module 4 -- Additional Configuration Options -- PDF Module 4 -- Additional Configuration Options -- Videos
  • Module 5 -- Advanced Processing -- PDF Module 5 -- Advanced Processing -- Video
  • Appendix A -- Configuration Options Appendix B -- Code Snippits
  • Conclusion

Kantata OX Salesforce Integration

Please contact your Client Success Manager to purchase multiple passes for your organization.