Workflow: Set Up Salesforce/Tamarac Integration for Non-Financial Services Cloud Users

Step-by-step onboarding instructions to set up your integration for users with Classic Sales Cloud, Sales Cloud with Lightning Experience, or Sales Cloud with a Custom Financial Account object.

Workflow: Install the Tamarac App

Step one of the onboarding workflow for users with Classic Sales Cloud, Sales Cloud with Lightning Experience, or Sales Cloud with a Custom Financial Account object.

Workflow: Configure Single Sign-On in the Tamarac App

Step two of the onboarding workflow for users with Classic Sales Cloud, Sales Cloud with Lightning Experience, or Sales Cloud with a Custom Financial Account object.

Workflow: Configure Mapping

Step three of the onboarding workflow for users with Classic Sales Cloud, Sales Cloud with Lightning Experience, or Sales Cloud with a Custom Financial Account object.

Workflow: Add Tamarac Fields and Buttons to Salesforce Pages

Step four of the onboarding workflow for users with Classic Sales Cloud, Sales Cloud with Lightning Experience, or Sales Cloud with a Custom Financial Account object.

Workflow: Test Tamarac App Configuration

Step five of the onboarding workflow for users with Classic Sales Cloud, Sales Cloud with Lightning Experience, or Sales Cloud with a Custom Financial Account object.

Set Up My Domain

Step one of the Install the Tamarac App workflow.

Send Integration Information to Tamarac

Step two of the Install the Tamarac App workflow.

Install the Tamarac App

Step three of the Install the Tamarac App workflow.

Set Up Remote Site Settings

Step one of the Configure Single Sign-On in Tamarac App workflow.

Set Up Manage Connected Apps

Step two of the Configure Single Sign-On in Tamarac App workflow.

Set Up Custom Metadata

Step three of the Configure Single Sign-On in Tamarac App workflow.

Link Salesforce and Tamarac Reporting Logins

Step four of the Configure Single Sign-On in Tamarac App workflow.

Configure Contact/Client Mapping

Step one of the Configure Mapping workflow.

Configure Account/Household Mapping

Step two of the Configure Mapping workflow.

Configure Task/Event Mapping

Step three of the Configure Mapping workflow.

Configure Financial Account/Account Mapping

Step four of the Configure Mapping workflow.

Create a Create in Tamarac Button

Optional step one of the Add Tamarac Fields and Buttons to Salesforce Pages workflow.

Create an Open in Tamarac Button

Optional step two of the Add Tamarac Fields and Buttons to Salesforce Pages workflow.

Add Tamarac Fields to Salesforce

Step three of the Add Tamarac Fields and Buttons to Salesforce Pages workflow.

Understanding Mapping in the Salesforce Integration

Learn about the different objects and entities that map between Salesforce and Tamarac, sync directionality once mapped, mapping gotchas, and details of mapping Financial Accounts.

Default Contact/Client Mapping

Get a list of all the fields available for mapping between Salesforce Contact and Tamarac client records.

Default Account/Household Mapping

Get a list of all the fields available for mapping between Salesforce Account and Tamarac Household records.

Default Task/Event Mapping

Get a list of all the fields available for mapping between Salesforce Tasks and Tamarac events.

Default Financial Account/Account Mapping

Get a list of all the fields available and required for mapping between Salesforce Financial Account and Tamarac account records.