Partner Portal (PRM) to Salesforce CRM Connection - Authorization and Setup in Magentrix
Magentrix platform for Partner Management and Customer Management has built the most comprehensive, simple and intuitive Salesforce CRM integration. Competitors offer powerful Salesforce integrations as well, but Magentrix’s no-code, self-service approach provides a unique advantage for teams looking for greater autonomy and ease of customization.
00:40 Installation of Magentrix's managed package in Salesforce
01:12 Connecting SF to Magentrix & granting access
02:16 CRM partner data infrastructure and organization - Leads page layouts, fields and section properties
04:05 CRM partner data infrastructure and organization - Opportunity page layouts, fields and section properties (🫥 invisible field in the PRM 04:49 and exclusivity expiration field)
05:32 Contact layout
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