vWork Integrates with Salesforce. This is an optional feature. If you want to integrate vWork and Salesforce please email email@example.com and we'll get in touch to help you out.
Once we have added the ability to integrate Salesforce with your vWork account, follow these steps to integrate them.
- Login to vWork as an administrator.
- Go to Settings >Interations.
- This opens the Salesforce Login page. Log in with your Salesforce username and password.
- Once you are redirected back to vWork, click the checkbox to Enable Auto-Sync.
- You also have the option of adding custom fields from your Salesforce tasks so they pull into vWork jobs. To add custom fields click .
- Click Save Changes
That's it - you're done. Salesforce tasks now show as new jobs in your vWork account.