User manual COMPIERE COMPIERE ERP CONNECTOR FOR SALESFORCE DATASHEET

[. . . ] The Leading Provider of Open Source and Cloud-based ERP solutions Compiere ERP Connector for Salesforce ® D ATA SHEET Integrate. [. . . ] As an example, the Connector can transfer information about sales orders and invoices from Compiere to an existing account in Salesforce. com, or initiate account creation in Compiere ERP as soon as an opportunity is closed won in Salesforce. com. This results in more effective sales execution and accelerated order fulfillment. complete trAceABility Compiere ERP Connector maintains the synchronization details on both Salesforce. com and Compiere ERP to ensure traceability and accountability. When information is added or updated, the account and transaction details are logged, along with date and time of synchronization. You are now able to audit the log files to track the who, what or when of any changes that have been made. eAsy setup Built with Compiere's unique and intuitive dynamic Web services model, Compiere ERP Connector for Salesforce is easy to setup. com administrator can quickly set synchronization parameters, such as processing frequency and schedule, conflict resolution rules, and transaction lifespan. Once the setup is complete, the synchronization process runs without further user intervention. · Streamline the lead-toinvoice process with the bi-directional Connector · Eliminate the need to create new accounts in both systems · Provide a single entry to update both systems improve sAles execution ·Obtain accurate and up-todate information on accounts ·Get instant visibility to an account, order status and history Developed for Compiere by Estuate, a Compiere Development Partner. ERP Connector for Salesforce Summary of Compiere ERP Connector for Salesforce Capabilities Bi-directionAl synchronizAtion oF customer Account detAils Between sAlesForce. com And compiere · Name · Address · Industry · Employees · Billing Address · Phone · Fax · Credit Status · Open Balance · Life Time Value · Sales Volume · Sales Representative · Business Partner Group import order detAils From compiere to sAlesForce. com · Document Number · Business Partner · Date Order · Document Status · Sales Representative · Product Description · Quantity · Unit of Measure · Price · Extended Amount import invoices detAils From compiere to sAlesForce. com · Document Number · Business Partner · Date Invoiced · Document Status · Grand Total · Representative · Paid Flag · Product Description · Unit of Measure · Price · Extended Amount system requirements · Salesforce Professional Edition, Salesforce Enterprise Edition and Salesforce Unlimited Edition · Compiere Professional Edition 3. 4 and above or Compiere Cloud Edition ABout estuAte Estuate is a global information technology (IT) services company founded in 2005. The company delivers high-value, cost-effective solutions to software companies and large IT organizations. [. . . ] compiere. com. compiere, inc. 3600 Bridge Parkway, Suite 102 Redwood Shores, CA 94065 tel +1 (650) 517-5900 email info@compiere. com website www. compiere. com Integrate. [. . . ]