OpenERP / Odoo-Salesforce Connector

OpenERP/Odoo Salesforce Connector

OpenERP/Odoo-Salesforce Connector

4 customer reviews
Odoo Salesforce Connector
Business Productivity
Requires Linux
Rating 4 (10 ratings)
Price: 650

Product Details

Odoo - Salesforce Connector syncs in real time between Odoo and Salesforce. Currently we support Odoo Versions 7, 8 and 9 (Community & Enterprise). This module is exceptionally useful for businesses who already have Salesforce and want to keep it even after adopting the Odoo ERP System.

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OpenERP/Odoo-Salesforce Connector

Confianz has built an OpenERP 7.0 - Salesforce connector and launched it under AGPL V3.0 on Launchpad.

Here is how it works

Confianz has built an OpenERP 7.0 - Salesforce connector and launched

1) Install the module salesforce integration and a new menu called "Salesforce" becomes available.

Step 1

2) If you go to Settings > User Groups, you will find that two new user groups have been added: Salesforce Manager and Salesforce User.

Step 2

3) The Manager can view all the connection details and configurations while User privileges are limited to only import and export of the database.

Step 3

4) Under "Configuration" menu, a submenu called Synced Objects is made available. This refers to those objects that are currently integrated with the Salesforce API.

Step 4

5) Synced Fields represent the fields which will be integrated with corresponding Salesforce field, the type of sync and integration method.
These get automatically populated when the module is installed.

Step 5

Scalability:

The connector therefore, enables the integration of more modules in future. Also, if any custom fields are added, it can be easily integrated without any hassles and with minimal technical aid. Once everything is integrated, you need to go to your Salesforce account and fill in your connection information. Your account needs to be confirmed by the manager. Once an account is confirmed, you get access to buttons for import and export of data under the "SalesForce Sync" Tab.

Advantage:

You can integrate more than one Salesforce account with OpenERP, as need arises. Once you click the buttons for import and export, the data gets integrated.

Finally, a pop-up provides you with:

  • Number of records imported
  • Successful imports
  • Any failed imports

If there is any failed data integration, you can find the reason of failure in the Salesforce Log.

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