# CRM Configuration UI: Salesforce

### Overview

The CRM module in MangoApps offers flexible setup options—either using the **native MangoApps CRM** or integrating with external platforms like **Salesforce**. This article compares the UI and configuration differences between the out-of-the-box MangoApps CRM and the Salesforce-integrated setup.

{% hint style="info" %}
For information on integrating your Salesforce opportunities into MangoApps, click [here](https://guides.mangoapps.com/integrations-guide/workspace/integration-with-salesforce).
{% endhint %}

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### Using MangoApps Native CRM (Out-of-the-Box)

When using MangoApps' built-in CRM, the **Setup tab** of the CRM module provides a straightforward UI.

<figure><img src="/files/TGtVW4032CZbzJ9WUHKs" alt="" width="563"><figcaption></figcaption></figure>

#### Key Setup Options:

* **Opportunity Label**: Customize what opportunities are called across your domain.
* **Currency**: Choose the currency used in opportunity amounts.
* **CRM Provider**: Select *MangoApps* as the CRM provider.
* **Save Settings**, **Export All Opportunities**, and **Create Opportunity** buttons.

#### Full Admin Control:

Admins have access to tabs for configuring:

* **Stages**
* **Types**
* **Lead Sources**
* **Opportunities Access**
* **Opportunity Categories**
* **Custom Fields**

These allow full customization and internal control over CRM data structure and behavior.

***

### Using Salesforce Integration

When Salesforce is selected as the CRM provider, the **UI shifts significantly** to accommodate integration requirements.&#x20;

![Configuring Salesforce as the CRM provider](/files/D2pNVSgw25oETSwiMeMZ)

#### Additional Configuration Fields Appear:

Admins must configure the following:

* **Web Services URL**
* **Username**
* **Password**
* **Security Token**
* **Consumer Key**
* **Consumer Secret**
* **Cache Data in MangoApps?** (Optional: enables syncing Salesforce data into MangoApps’ local DB)

#### Buttons for Integration:

* **Test Connection** – Validate Salesforce credentials and connectivity.
* **Save Settings** – Save your Salesforce configuration.
* **Synchronize** – Manually trigger data sync from Salesforce into MangoApps.

#### UI Behavior & Restrictions:

* Once Salesforce is enabled:
  * Tabs like **Stages**, **Types**, **Lead Sources**, and **Opportunities Access** are **hidden** in the Admin Portal.
  * All CRM data (opportunities, metadata, users) is fetched directly from your Salesforce system.
  * When opportunities are imported from Salesforce, the creators of those opportunities are added as new network users in MangoApps. If they do not already exist in the domain, MangoApps automatically sends them an invitation email with their login credentials.

<figure><img src="/files/idYwowYBClVB8vJvpkiq" alt=""><figcaption></figcaption></figure>

***

### Data Refresh & Sync

With Salesforce integration:

* Data is auto-refreshed every **15 minutes**.
* Static metadata like stages and types are synced every **24 hours**.
* Manual synchronization can be performed at any time using the **Synchronize** button.

***

### Visual Differences Summary

| Feature                           | MangoApps Native CRM  | Salesforce Integrated CRM             |
| --------------------------------- | --------------------- | ------------------------------------- |
| Provider Setup                    | Minimal               | Requires API credentials & tokens     |
| Customization Tabs (Stages, etc.) | Visible & Editable    | Hidden, Salesforce-controlled         |
| Opportunity Label & Currency      | Editable              | Locked once integrated                |
| Data Source                       | Internal to MangoApps | Pulled from Salesforce                |
| Sync Controls                     | Not applicable        | Manual + Scheduled Sync Available     |
| Chat, Edit, Archive, Ownership    | Managed in MangoApps  | Limited to Salesforce-originated data |


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