Salesforce Integration Overview
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, you can access business-critical Salesforce data all in one place.
Benefits of the Salesforce Integration
This integration automatically syncs closed/won opportunities to TapOrders so you 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. There's no need to update two systems.
How to Set Up the Salesforce Integration
1] Log in to TapClicks and, on the Orders menu, click Orders.
2] In the top right corner of the page, click Go to Classic Orders.
3] In the left side menu, under administration, click Integrations.
4] Click the Create Salesforce Integration button.
5] 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.
Salesforce Data Refresh Schedule
Salesforce data refreshes automatically once per day. You can also refresh or resync Salesforce client and order data on demand.
How to Edit the Salesforce Integration
1] On the Integrations page, find the Salesforce configuration you wish to edit and click View Mappings.
2] 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 mapping process.
3] This integration can also be deleted at any time.