Assign a Contact to an Opportunity and a Role (Without Advanced Enterprise Features)


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.

If your Enterprise Lucidchart admin has set up the Salesforce Integration, see the following resources to use Advanced Features!
Video Playlist: https://www.youtube.com/playlist?list=PLUoebdZqEHTyHpoAVuDmPjjc87iF_Fasc
Help Center Article: https://lucidchart.zendesk.com/hc/en-us/articles/360049228532-The-Lucidchart-Salesforce-Integration-With-Advanced-Enterprise-Features-

If you are an Admin of a Lucidchart Enterprise account, see the following resources to install the Salesforce Integration.
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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