video1.0<iframe src="https://www.loom.com/embed/758dd2f0784d4323bdf4198c49244e94" frameborder="0" width="1796" height="1347" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13471796Loomhttps://www.loom.com13471796https://cdn.loom.com/sessions/thumbnails/758dd2f0784d4323bdf4198c49244e94-0b5dbeea535518b4.gif354.518In this video, I walk you through the steps to properly set up Salesforce for the Quotapath app. After installation, you'll need to configure custom settings, named credentials, and permission sets to ensure everything functions correctly. I also demonstrate how to approve deals in Quotapath and sync them with Salesforce, emphasizing that only approved deals connected to opportunities will show up. Please make sure to follow these steps and let me know if you have any questions!