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Legacy:Sales Force Automation

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This plugin has been retired and is no longer available for new activations{{ #if: Eureka and unavailable for activation in Dublin |  (since Eureka and unavailable for activation in Dublin)}}. {{ #if: | It has been replaced by a [{{{link}}} certified partner integration].}}

This page applies only to existing users of the{{ #if: Sales Force Automation |  Sales Force Automation}} plugin.

Note: This article applies to Fuji and earlier releases. For more current information, see Integration with Third-Party Applications and Data Source at

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The Sales Force Automation plugin provides tools to manage sales and marketing operations throughout the sales lifecycle—from lead generation through contract completion. It provides an integrated customer relationship management (CRM) solution.

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Sales Force Automation


The Sales Force Automation application tracks information using the following record types:

  • Leads - represent salespeople at prospective customer companies. The sales cycle starts with a lead, which is either validated as a sales contact or closed. Lead records store contact information and a basic company profile.
  • Accounts - represent companies that are sales prospects or customers. Account records store detailed company information and primary sales representatives. Contacts, opportunities, and activities are associated with accounts.
  • Contacts - represent sales contacts at companies. A contact is linked to an account and hence is assigned to the sales representative for the account. Contacts are often the primary target of activities.
  • Activities - track sales-related actions, such as e-mail messages, phone calls, or meetings. Activities are often associated with a contact but may also be associated directly with an account or opportunity.
  • Opportunities - track potential sales of products or services to accounts.
  • Products - store detailed information about the products or services offered. Products may be associated with competitor products to identify vendor replacement sales opportunities.
  • Contracts - manage sales records for products or services. Contracts may have a limited time frame, track specific post-sale details, and identify renewal opportunities.

Getting Started


Before activating this plugin, read about the installed components, dependencies, and impact.



Sales & Marketing