Assign a Contact to an Opportunity and a Role in your Account Map


Once you’ve created a Salesforce-linked Lucidchart document, watch this video to learn how to assign Salesforce contacts to specific opportunities directly within your Lucidchart account map when you have the Salesforce Integration setup within your Lucidchart Enterprise account.

To install the Salesforce Integration (if you are an Admin of a Lucidchart Enterprise account):

See this video playlist: https://www.youtube.com/playlist?list=PLUoebdZqEHTxJk5ik44_LRXicpsbFq0fH

Help Center article: https://lucidchart.zendesk.com/hc/en-us/articles/360044376311-Customizing-The-Lucidchart-Salesforce-Integration-for-Enterprise-Admins-Help-Center-Article

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