The App for Seamless Handover Between Sales and Implementation
The Meisterplan Connector for Salesforce is the simplest way to introduce sales opportunities into portfolio planning with the right information at the right time.
- Set custom thresholds for Opportunity Probability or Stage to automatically create orders in Meisterplan for timely planning.
- Keep critical data synchronized across new and existing opportunities; notes, benefits, and more are continuously updated in Meisterplan.
- Plan realistic delivery dates by simulating scenarios in Meisterplan that account for all orders across teams and tools, including timing, dependencies, and capacity utilization.
What You Need for the Integration
Access Rights & an API Token
Start with a Meisterplan account with API permissions as well as a Salesforce account with Setup access, and generate an API token in Meisterplan.
Meisterplan App
Install the Meisterplan Connector directly from the Salesforce AppExchange.
A Few Minutes
Follow our step-by-step setup guide in our Help Center.
How Salesforce and Meisterplan Complement Each Other
What Happens to Your Salesforce Opportunities in Meisterplan
With Meisterplan, we are able to deliver client projects and products on time. As a 100% client-driven company, our reliability has been our greatest factor of success.
FAQ
Frequently asked questions about the Salesforce App for Meisterplan.
No. Data only flows from Salesforce into Meisterplan. Your Salesforce data remains completely unchanged.
On the Meisterplan side, you need the “Access to Meisterplan APIs and Integration of External Applications” right plus an API token. On the Salesforce side, System Administrator rights with Setup access are required.
Yes. Existing ongoing opportunities can be retroactively imported into Meisterplan.
You define this yourself. You configure the stage and probability threshold at which an opportunity is automatically imported as a project.
Salesforce charges an additional fee of $150 USD per company per month for using the connector, which is billed directly through Meisterplan.
Ready for the Next Step?
Connect your existing systems with Meisterplan in no time — and see the results for yourself.