Absolutely. You can link a project to an account, opportunity, or campaign after the fact as long as you have the right Salesforce permissions.
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Link Account to Existing Project
I have already imported my Clarizen project into Salesforce but I did not associate it with an account. Is it possible to edit the project in Salesforce to associate the existing project with the account? Thank you.
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Great, what are the steps to achieve that? I have the correct Salesforce permissions.
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There should be a field called "Account" inside of the Clarizen Project in Salesforce. All you need to do is set the Account you want to relate the project to using that field.
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Do you always need to create the project in SFDC or is there a way to create in Clarizen and have it flow back to SFDC?
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Nope, if a project is created in Clarizen first you can import it into Salesforce and link by clicking on (in Salesforce) the New Clarizen Project Button and choosing the link option.
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