What does the Salesforce integration do?
The Salesforce integration for TapOrders automates the syncing of data from Salesforce to TapClicks and improves the user experience. This reduces manual intervention and costly error management. With this integration, users can access business-critical Salesforce data all in one place.
Why use the Salesforce integration?
This integration automatically syncs closed/won opportunities to TapOrders so users can create and update orders. By automating this process, the sales experience is consistent, and a step in the orders process is removed.
All orders are created and synced, so if there are updates to opportunities or line items, they are captured automatically. Users do not need to update two systems.
What are the basic steps to set up the Salesforce integration?
1] Log in to TapClicks and, on the Admin menu, click Integrations.
2] Click the Create Salesforce Integration button.
3] Fill out the required details to build the integration. For a detailed guide to setting up a Salesforce integration with TapOrders, see How to Connect and Map Salesforce Client Data to TapClicks.
How often does Salesforce information refresh?
Salesforce data refreshes automatically once per day. Users can also refresh or resync Salesforce client and order data on demand.
How do I edit this integration?
1] On the integrations page, find the Salesforce Configuration you wish to edit and click View Mappings.
2] Users can input Salesforce fields on the left side and map them directly to existing TapClicks fields. All available fields, both custom and standard, are available for selection during the assigning process.
3] Users can also delete this integration at any time.