Salesforce

What Fields Are Shared Between BigTime and Salesforce By Default?

  

While you have some control over which fields are used to share data between the two systems, the graph below indicates what data is used from Salesforce to create clients, projects and contacts inside of BigTime (and what data is copied back to your BigTime Project information within Salesforce).

You can also see how the terminology differences between the two accounts.

BigTime Salesforce
Project Opportunity
Project Opportunity
Start date Start date
Notes Status notes
Current status Current status
   
Client Account
Client name Account
Client legal name n/a
Client address Billing street
City Billing city
State/Province Billing state/province
Zip Billing zip code/postal code
Client country Billing country
Client notes Description
Client main phone Phone
Client main fax Fax
   
Contact Contact
First (name) First name
Title Title
Address Mailing street
City Mailing city
State/province Mailing state/province
Zip Mailing zip/postal code
Country Mailing country
Email Email
Mobile phone Mobile
Main phone Other phone 

Each time a Salesforce opportunity reaches a specified stage, which you select, in your sales pipeline, it’s added in BigTime as a project. Then, within BigTime, you can add project details, like budgets and teams, and sync this information to your BigTime project within Salesforce.

In Salesforce, you can see a summary of total time and expenses as users submit timesheets and expense reports. Invoices and payments generated in BigTime are also visible within Salesforce. Simply put, data linked to a BigTime project is attached to your Salesforce opportunity.

Where to Go from Here: 

FAQ - BigTime/Salesforce Integration

Salesforce Integration 101

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