Skip to main content

FrontSpin in the portal

Most of the integration lives in Salesforce Setup. Three things are in the EasyCRM portal, where a Super Admin can reach them without a Salesforce login.

PlaceFor
List MappingsPointing a report at a FrontSpin calling list
Sync healthSeeing whether the integration is keeping up
A company's tenantRecording which FrontSpin account a company uses

If FrontSpin is not installed​

The portal is built to cope with its absence. Opening a FrontSpin page in an org without the integration shows:

FrontSpin is not set up in this org, so there is nothing to manage here. The list mapping tables need to be present before this tab can be used.

That is the expected message, not an error. Nothing is broken and nothing needs fixing — the integration simply is not installed here. See the boundary.

Who can see these​

Portal Super Admins. An ordinary Admin sees them only if a Super Admin has allowed those console tabs for their company, the same as every other Admin Console tab.

What the portal cannot do​

Everything structural is in Salesforce Setup and stays there:

Not in the portal
Configuration rows
Field mappings, in or out
Webhooks
Routing rules and the mode

That split is deliberate. The portal manages day-to-day work; the things that decide where customer data goes need a Salesforce administrator.