The Autotask-Salesforce Extension
Security and navigation
SECURITY Security level with Admin permission to configure Other Extensions & Tools. Refer to Admin security settings.
NAVIGATION Left Navigation Menu > Admin > Admin Categories > Extensions & Integrations > Other Extensions & Tools > Salesforce
This extension is no longer available for new implementations. The Customer Relationship Management integration from AxeRoy: Autotask++Salesforce ConnectPack may provide the features you need. Refer to Autotask/Salesforce AxeRoy ConnectPack.
Legacy Salesforce Extension users can find the Autotask Help information in this PDF: Autotask Salesforce Extension, legacy documentation.
