Object Configuration

Once you successfully authenticate the CRM, you can enable the CRM Objects from the Object Configuration. You will get the list of the CRM Objects that are related to Contact and Account.

 

> Sync Object

 

If you have updated/modified the objects from the Salesforce CRM (Object Layout Management), you must sync the object configuration by clicking on the Click Here text caption.

 

CRM-Portal Objects

 

You can simply drag and drop from the CRM Objects column to Portal Objects to enable the Object for the Similarly, if you want to disable any Object, you need to drag and drop from Portal Objects to CRM Objects.

 

At the bottom, you will find the Save After selecting the required ‘Objects’, click on the Save button to enable the Objects for the Portal.

 

 

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