Deploying CRM Integration

To add CRM integration to the deployment package and deploy it, follow the steps below.

  1. Create a deployment package as explained on the Deployment Packages page: select CRM Integration in Package Component and click Add.
    A new page displays.
  2. In Name, define a name for the package component.
  3. (Optional) In Description, enter a description for the package component.
  4. In Selected CRM Integration data, select the integration data you want to add to the package.
  5. Click Add to Package.
    The package component displays in the Deployment Package Component section on the Deployment Packages tab.
  6. Click Save.
    The package containing CRM integration as a package component displays in the grid on the Deployment Packages tab.
  7. Deploy the package as explained on the Deployment Packages page.

Data Sent to the Destination Environment

When deploying CRM integration, the following data is sent to the destination environment:

  • CRM objects
  • custom field mappings (custom fields flagged as personally identifiable information and sensitive information retain these flags after the deployment)
  • customer role mappings (customer standard fields are always flagged as personally identifiable information)
  • opportunity status
  • CRM item mappings
  • CRM quote

Pricebook market mappings, user mappings, CRM administrator account, CRM quote parameters and general parameters need to be manually copied to the destination environment. In addition, all custom fields mappings and customer roles mappings in the destination environment will be replaced by the new mappings from the source environment.

More information
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