What does the Salesforce integration do?
The Salesforce integration for TapOrders will automate the syncing of your data from Salesforce to TapClicks and greatly improve your team's user experience. This reduces manual intervention by your team and costly error management. By establishing this integration, you will have access to your business critical Salesforce data all in one place.
Why use the Salesforce integration?
This integration will automatically sync your closed/won opportunities to TapOrders so you can create and update your orders. By automating this process. we keep the sales experience consistent and remove a step in the orders process.
We are also creating and syncing all orders so if there are any updates to the opportunities or the line items, we are capturing them and the end-user doesn’t need to update two systems.
How do I set-up the Salesforce integration?
- Click into the Integrations tab under ADMIN
- Add a new Salesforce integration. This will be available under the AVAILABLE integrations section.
- Once the Integration has been chosen, you will need to:
- Enter your credentials
- Configuring the import details around how to align new clients to Business Units and by what fields we should be assigning salespeople and clients
Once the wizard has been completed, you will be able to view the Salesforce integration in the setup integrations section.
When creating a new assigning, you will be able to create an Order, Product or Client assigning.
How often does Salesforce information refresh?
We will automatically refresh this data every day, but you also have the ability to refresh/resync your Salesforce Client and Order data on demand.
How do I edit this integration?
If you ever need to edit your Salesforce configuration or update your credentials, simply click on View Assigning.
You can input your Salesforce fields on the left side and map them directly to existing TapClicks' fields. In an effort to simplify the assigning process, all available fields, custom, and standard will be available for selecting on the Tapclicks assigning side.
As always, you have the ability to delete this integration.