Salesforce

K2 integrates with Salesforce using SmartObjects. To enable integration between K2 and Salesforce, you must activate the Salesforce feature which registers an instance of it. You then need to create SmartObjects using this Service Instance.

The screenshots and instructions for third-party software are accurate at the time of writing. Third-party vendors may have changed or updated aspects of their systems (such as user interfaces, functionality, and security). As a result, this content may be outdated.