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.
What are the basic steps to set up the Salesforce integration?
To set up the integration, click Admin and then Integrations in the left menu. Then, click the
Create Salesforce Integration button.
Next, you will fill out the required details to build the integration.
For a detailed guide to setting up a Salesforce Integration with TapOrders, please see this article:
How to Connect and Map Salesforce Client Data to TapClicks.
How often does Salesforce information refresh?
We will automatically refresh this data every day, but you also can refresh/resync your Salesforce Client and Order data on demand.
How do I edit this integration?
If you 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. To simplify the assigning process, all available fields, custom, and standard will be available for selection on the Tapclicks assigning side.
As always, you can delete this integration.