Salesforce Connector

Owned by Ben van Klinken
Jan 07, 2015
3 min read

Salesforce.com Inc. is a global enterprise software company, known for its customer relationship management (CRM) product. The numerous cloud apps that Salesforce provides allows businesses to function more efficiently. 

 

 

Setup instructions:

Please follow the setup instructions when you add this connector to your Slyncy instance.


Additional instructions:

Setup and usage instructions

Setup

Requirements

  • The Salesforce API must be enabled.
  • Standard contact and account fields that are set to ‘Hidden’ can cause problems. To check this, sign in to your Salesforce account > click on ‘Setup’ > click on ‘App Setup’(left menu) > click on ‘Customize’ > cick on ‘Contacts’ > click on ‘Fields’. Click on the field name, and you will be taken to the Field Information screen for that particular field. Click on ‘Set Field-Level Security’ button, and make sure ‘Visible’ check box is ticked for your profile.
  • Make sure IP restrictions will allow the server to access your account. This can be set in Setup > Security settings and under Administration Setup cick Network Settings.
  • Session IP restrictions must be disabled: sessions can be restricted to a particular IP address, so that any other requests would not be valid unless they are from the same IP address which initiated the session. Go to Setup > Security settings and under Administration Setup cick Session Settings.

Product integration

Slyncy uses the Product Code as the Catalogue Identification for integration. This needs to be unique but Salesforce does not enforce this.

To ensure this doesn't cause problems, we suggest adding a check to ensure this doesn't happen using a workflow rule:

  • Create a field on the Product called "Product Code Unique". Make it a text(255) field and make it unique.
  • Create a workflow rule which copies the value of ProductCode and updates the Product Code Unique on create and save.
  • Now populate the Product Code Unique field. It's probably easiest to do this with the dataloader? I suggest a great tool at http://dataloader.io - its free. First download the ID and Product Code fields of all your products; then upload that file again, but map the Product Code to the Product Code Unique field in order to fill this field.
  • If there are any duplicates the previous step will fail on those items. You'll need to fix those items and repeat step 3 until it's fixed.

Evaluating the solution

If you are evaluating this solution, we strongly recommend that you create a sandbox environment and use that File to evaluate to evaluate the sync.

Note: Unfortunately at the moment we do not support installing Slyncy into a Salesforce Sandbox.

Matching

See Matching

Filtering

See Filtering

Notes

Parties

Salesforce stores Contacts and Accounts in seperate tables, and this can cause a bit of a disconnect with systems which use a single table (that's why we call them Parties, because a party is neither a person or a company/account). To complicate things, accounts can not be used in place of contacts for things like supplier codes, invoice contacts, etc. The way we work around this is that parties which are marked as supplier or customers are transferred to the contacts table as well - so if a party is an account (the 'Is Individual' flag is false - which often is determined by other systems as whether the contact has a first name), then it is transferred into the Contacts and Accounts table.

Note that this 'auxiliary' contact is not re-synced after the first sync.

Products

We currently only support Salesforce's standard price books. This goes for upload and download.

Opportunities

There are several ways of configuring Salesforce:

a) Display invoices directly from the Slyncy hub: Since the Salesforce Datahub is simply a set of custom objects, you can therefore view the Invoices from the dathub directly from your Salesforce Accounts.

To do this:

  • From the advanced data flows menu, ensure that you are not sending Opportunities to Salesforce
  • On the Salesforce Accounts layout, add the Slyncy Transactions related list to the layout.
  • Opptionally, on the Salesforce Contacts layout, add the Slyncy Transactions. This may be necessary if transactions are being sync'd to individual parties.

b) Transfers the invoices as Opportunities to Salesforce.

Discounts and Shipping

Discounts on Transactions coming from certain systems are applied at a transaction level (not on a line level). These values therefore need to be accounted in the Opportunity total (you don't need to do anything, but if you are trying to figure out why the total is what it is)

Total should be:

  • Sum of all product lines
  • Plus slyncy__Slyncy_Invoice__r.slyncy__ShippingTotal__c
  • Minus slyncy__Slyncy_Invoice__r.slyncy__DiscountTotal__c

You may want to create formula fields on the Opportunity to show these fields if it is appropriate for you. Version 1.17 of the Salesforce onwards has these fields on the Opportunity.

Payments

You will need to install a package to support payments. Please contact us for the latest link to install this package