> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloudify.biz/llms.txt
> Use this file to discover all available pages before exploring further.

# Best Practices And Support

## Best Practices

1. Start with creating a test deal to verify all settings
2. Review the first few automated invoices/quotes carefully during the trial plan
3. Keep track of any manual adjustments needed
4. Document your configuration choices for ease of reference and training

## Troubleshooting

1. Connection Problems:
2. Verify Login credentials
3. Check account permissions
4. Ensure stable internet connection

## Sync Issues:

* Verify matching fields are correctly mapped
* Check for duplicate entries
* Review error logs

Need help? Contact our support team:

Book a meeting with our Integration Experts

Email: [support@cloudify.biz](mailto:support@cloudify.biz)

Support Hours: Monday-Friday, 5.30 AM - 2.00 PM CET

Next Steps

After completing the setup:

1. Run a test integration
2. Monitor the first few workflows
3. Train your team on the new workflow
4. Schedule a review after the first month

Remember, you can adjust these settings at any time by visiting the app-settings.

Looking for an advanced tailored integration solution based on your evolving business needs? Checkout our custom integration options for Salesforce [here](https://cloudify.biz/custom-integration)