About the Salesforce Integration

Get an overview of the integration between Tamarac and Salesforce.

Before You Start: Salesforce Considerations

Read this page before getting the Tamarac app for Salesforce to learn about limitations of the Salesforce integration.

Choose Your Salesforce Installation to Start Onboarding

Start onboarding with the Salesforce integration by choosing with version of Salesforce you use. Depending on your Salesforce installation, you'll follow different steps.

Learn More About Using the Salesforce/Tamarac Integration

Find out what you can do with the integration and how each feature works.

Integration Fields Reference Guide

A quick guide to which Tamarac Reporting fields map to which Salesforce fields.

Recommended Custom Fields Settings

For Financial Services Cloud users, find details about recommended custom field settings.