Integrating Sales Force

Salesforce is a leading cloud-based software company that provides tools for customer relationship management (CRM), helping businesses manage sales, customer service, marketing, and more in one platform.  The following workflows are support for this integration:

• Sales Orders/Shipments
• Opportunities
• Inventory
• Products

To integrate Sales Force with your Syncware account, you'll need to

1. Add Sales Force
2. Connect your Sales Force account*
3. Map your workflows
4. Configure your settings

Add Sales Force

1. From the navigation menu, select Integrations.
2. On the Integrations page, click ADD INTEGRATION.
3. On the Integrations List page, search Sales Force, and click ADD.
4. You will be presented with the applicable fees for the integration. To proceed, click REVIEW.
5. You will be presented with a summary of the fees that will be billed to you. If you approve, click APPROVE.

Result

Sales Force will be added to your Syncware account as an integration.

Connect your Sales Force account

Use the following article to connect: How to Connect Sales Force to Syncware

Result

Your Cin7 Core integration will be connected to Syncware.

Map your workflows

Before you begin, ensure you've reviewed the instructional video for building your workflow with Sync Builder.

1. From the navigation menu, select Integrations > Sync Builder.
2. On the Sync Builder page, Sales Force will be displayed in the Integrations and Actions menu to the left. Use the arrow to display the Sales Force available actions.

Configure your settings

1. From the navigation menu select Integrations.
2. Click the Configure button to the right of your Sales Force integration.
3. On the Configure Integration page, select the integration fields that you would like configured and input the required information.