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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.

Marie Sahrmann Answered

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Absolutely. You can link a project to an account, opportunity, or campaign after the fact as long as you have the right Salesforce permissions.

Josh Santos 0 votes
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Great, what are the steps to achieve that? I have the correct Salesforce permissions.

Marie Sahrmann 0 votes
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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.

Josh Santos 0 votes
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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?

Denise Stokowski 0 votes
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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.

Josh Santos 0 votes
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