Salesforce Systems supported
Salesforce is one of the most used cloud-based CRM systems worldwide. The universal connector is a highly specific connection used for bidirectional synchronization of master data and for transferring and creating document data.
Integration features for Salesforce connector
Data between the following modules can be synchronized (example).
- Company
- Person
- Sales opportunities
- Activities
- User specific fields
- All entities that are shared with the web service
- Data services for creating reports in real time
Already realized projects
The connector is used in a variety of installation or system combinations.
For all mentioned system combinations, NoCode templates are available for a fast and efficient configuration of the synchronization processes.
Use cases for Salesforce CRM connector
ERP integration: Connect Salesforce to different ERP systems and integrate the data and processes of your sales, marketing and service organization across departments. One benefit is for example the automated processing of orders.
Reporting: Create different reports with targeted queries based on data services, start valuable analyses and make data-driven decisions.
ERP - ERP (client): Connect other ERP systems and create a unified data set across sites.
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