Salesforce BuildCentral Package (Salesforce Enterprise Edition or above is required. View package features.)

How to Integrate BuildCentral with Your Salesforce Account

1. Have your Salesforce and BuildCentral login information ready.
2. Install the latest BuildCentral package into your Salesforce account using the following URL:
   http://www.constructionwire.com/SalesforceInstall
3. After installing the BuildCentral package, connect your Salesforce account with your BuildCentral account using the following URL:
   http://www.constructionwire.com/LoginSalesforce
4. Allow BuildCentral to access your Salesforce account.
   
5. Log into www.constructionwire.com. Create a Saved Search and select Send to Salesforce.
6. BuildCentral will upload new/updated projects from your Saved Search into your Salesforce account at the end of each business day.
7. To display projects in Salesforce Account, add Visualforce module "Account Project List" to your Account Layout.
   
8. To display projects in Salesforce Lead, add Visualforce module "Lead Project List" to your Lead Layout.