Embedding Jointflows into SFDC is achieved via a Visual Force Page. This page can either call the specific URL of a Jointflows Project and relies on the jf_project_link field being available (see specific How To guide). Or the page can call a URL which will provide a list of all projects available for the current Salesforce Opportunity. Both options are provided below. Note: No coding is required to follow the instructions below but if you want to optimise the display some HTML/CSS will give...

You can change the sort order of the salesforce Opportunities with the sfdc_order_field parameter. By default the system will use LastStageChangeDate. List of fields available can be found here https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_opportunity.htm It is possible to use a custom field, if doing so, make sure you use its internal name (usually finishes with "__c").

When importing the Value of an Opportunity, this setting allows the retrieval of the Currency converted value. For example the opportunity might be in USD or EUR, the imported value will be in the default currency (GBP) so that everything in Joinrflows is imported on a same currency basis. To activate this feature set the sfdc_use_currency_converted setting to True in the Advanced Setting tab.

Connect your Jointflows instance to Salesforce with this guide.

Jointflows can send back important data points to Salesforce for visibility in the whole organisation. Below is a guide showing how to set this up in your instance. It's not mandatory to create all the fields, you can pick those relevant to your implementation. Go to Setup/Object Manager https://YOURINSTANCENAME.lightning.force.com/lightning/setup/ObjectManager/Opportunity/FieldsAndRelationships/view Select Opportunity Click on Fields & Relationships on the left menu Click on the New butt...