Do makes it simple to organize projects directly from Salesforce.  You can create a task list for your account team or organize a project with your deal team to help you manage your leads and make more sales.  

Supported Editions

The following Salesforce editions are supported by Do:

1. Enterprise
2. Group
3. Professional
4. Developer
5. Unlimited

This article describes how to link your Salesforce account with Do.
 

Installing Do for Salesforce

1. Log on as a Salesforce administrator and get the package here.
2. Approve package API access, and install the app.
3. Navigate to App Setup > Customize in the left menu. 

Setting Up Do for Salesforce

Once the package has been installed, you can edit your Account Page Layout and Opportunity Page Layout to add a "Create Do Project" button and Do  canvas where you can view your Do projects.

1. Go to Accounts > Page Layout > Buttons
2. Drag the "Create Do Project" button to the Custom Buttons section under Account Details. Remember to click "Save" after making these changes.
3. Select Visualforce Pages, and drag the Account Projects Visualforce canvas to the desired location on the Account layout.  You will want to afix the canvas to an area where the width of the module (e.g. the green line) extends across the entire width of the layout display. Click "Save" after you are done making your additions.
   
   
    
4. Repeat steps 1-3 in the Opportunities Page Layout.

After completing the above steps, all team members working in your Salesforce instance will see the Create Do Project buttons in every account and opportunity. Click on the button to create a Do account or to add a project.