2022

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In order to trigger the Integration, you will have to check the "Generate Opportunity" button and click on save button.From the Setup Processes menu, User also has an option to upgrade his plan from the Free to either Standard or Enterprise depending on his integration needs. Before you actually pay for the plan, you also have an option to take Free Trial of the plan you wish to subscribe.


Checklist Before Triggering Integration

you will have to change the page layout for the Accounts, Contacts, Opportunity, Product Salesforce