Part 1: Introduction
Connecting your accounts
Logging in

Part 2: Search and Navigation
Converting Projects to Opportunities/Leads
Converting/Connecting Companies to Accounts
Converting Contacts to Leads

BuildCentral for Salesforce Version 2.0

Maximize results by integrating BuildCentral's data and features inside Salesforce.

Requires Salesforce Enterprise Edition or above, Lightning, & My Domain
Enterprise subscription or data integration upgrade required

Access BuildCentral's data and features within your Salesforce account

  • Search and view Projects, Companies and People within your subscription inside Salesforce
  • Filter by Saved Search, Following, Folders and more

Easily convert BuildCentral's Projects, Companies and People into Salesforce opportunities, account and leads.

Technical Requirements

  • Built for Salesforce Lightning
  • Requires Salesforce Enterprise Edition or above
  • Managed App (not available on AppExhange)