Once the BxC Salesforce BCI Connector is installed there are some option extra setup steps that can be taken to ensure fields and related lists are visibile:


Accounts:


If you would like to see the BCI ID for each Account synchronised from BCI you can add the Company ID field onto the Account page layout.


Please note: that the BCI Connector uses the Company ID to determine if the Account already exists in Salesforce, if you would like avoid duplicates prior to sync, you can populate this field with the associated BCI Company ID.



Additionally the Stakeholders and Projects related list can be added for visibilty to key Projects the Account is linked on.



Projects will show where the Account is linked as the Builder assigned to the Project.


Stakeholders will display where associated Contacts are tagged on the Project in a particular role.



Contact:


If you would like to see the BCI ID for each Contact synchronised from BCI you can add the Company ID field onto the Contact page layout.


Please note: that the BCI Connector uses the Contact ID to determine if the Account already exists in Salesforce, if you would like avoid duplicates prior to sync, you can populate this field with the associated BCI Company ID.



Additionally the Stakeholders related list can be added for visibilty where associated Contacts are tagged on the Project in a particular role.





Opportunity:


A link to Opportunities can be added if needed, it is recommended that the lookup be placed at the Opportunity object to Project, this will allow for multiple Opportunities for a single Project.