Part 1: Introduction
Connecting your accounts
Logging in
Part 2: Search and Navigation
Converting Projects to Opportunities/Leads
Converting/Connecting Companies to Accounts
Converting Contacts to Leads
BuildCentral for Salesforce Version 2.0
Maximize results by integrating BuildCentral's data and features inside Salesforce.
Requires Salesforce Enterprise Edition or above, Lightning, & My Domain
Enterprise subscription or data integration upgrade required
- Request a Demo or Call 866-316-5300
- Installation and Setup Guide
- Looking for BuildCentral on Salesforce Classic?
Access BuildCentral's data and features within your Salesforce account
- Search and view Projects, Companies and People within your subscription inside Salesforce
- Filter by Saved Search, Following, Folders and more
Easily convert BuildCentral's Projects, Companies and People into Salesforce opportunities, account and leads.
Technical Requirements
- Built for Salesforce Lightning
- Requires Salesforce Enterprise Edition or above
- Managed App (not available on AppExhange)
For more info
- Request a Demo or Call 866-316-5300
- Installation and Setup Guide
- Looking for BuildCentral on Salesforce Classic?