Salesforce Integration Guide

The Scope Salesforce integration allows customer-facing teams to create Scope projects within existing Salesforce Accounts or Opportunities.

• Customer facing teammates are able to create projects in SFDC themselves and then customers log in to the Scope platform to coordinate with experts directly
• The status of the project gets pushed back to SFDC (Matching, Proposal, Contracting, Building, Reviewing, Live)

If you are interested in learning more about turning on the Scope Salesforce integration, please reach out to info@scopeinc.com.

Scope Salesforce Project Creation Process

1. Scope Projects will be a widget on the right side of the Opportunity with the option to create a new one from the arrow on the top right.

2. When creating a new project a Salesforce user will see a workflow asking about who will enter the requirements and pay for the project.

3. If the Salesforce user enters the requirements, then they will also have the opportunity to select an expert directly.

Complete Installation Guide