| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales Management (sale_management) • Calendar (calendar) • Contacts Directory (contacts) • Discuss (mail) • Invoicing Management (account_invoicing) |
| Lines of code | 3538 |
| Technical Name |
salesforce_connector |
| License | OPL-1 |
| Website | http://www.techloyce.com |
| Versions | 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales Management (sale_management) • Calendar (calendar) • Contacts Directory (contacts) • Discuss (mail) • Invoicing Management (account_invoicing) |
| Lines of code | 3538 |
| Technical Name |
salesforce_connector |
| License | OPL-1 |
| Website | http://www.techloyce.com |
| Versions | 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Salesforce Odoo Connector
Customer relationship management (CRM) manages your business's single most important goal - satisfying your customers. A highly effective customer relationship management system will encompass and enhance all aspects of customer interface, from sales and marketing to customer service: existing client relationships become stronger and new client relationships evolve more quickly - all core requirements of business success. ODOO is a fully integrated suite of business modules that encompass the traditional ERP functionality.
Sync Salesforce with odoo using Salesforce Connector. Odoo integration with Salesforce gives us power to sync customers, products, sale orders, quotes, leads, cotract and opportunities and many more.
Our Helpfull Links
Demo Video
Demo Video
Synchronize Products
Import, Export and Synchronize products and product details between Odoo and Salesforce.
Synchronize Customers
Import, Export and Synchronize customers and customer details between Odoo and Salesforce.
Synchronize Contacts
Import, Export and Synchronize contacts and contact details between Odoo and Salesforce.
Manage Orders
Import and Export orders between Odoo and Salesforce. Update order status and delete to Salesforce.
Manage Quotes
Import and Export quotes between Odoo and Salesforce. Update quote status and delete to Salesforce.
Synchronize Contracts
Import and Synchronize contracts and contract details between Odoo and Salesforce.
Synchronize Leads
Import, Export and Synchronize leads and lead details between Odoo and Salesforce.
Synchronize Opportunities
Import, Export and Synchronize opportunities and opportunity details between Odoo and Salesforce.
Synchronize Tasks
Import, Export and Synchronize tasks and task details between Odoo and Salesforce.
Synchronize Events
Import, Export and Synchronize opportunities and opportunity details between Odoo and Salesforce.
Features
Screenshots
Support
FAQ'S
Odoo to Salesforce - Export Operations
- Export/Update Products to Salesforce from Odoo.
- Export/Update Customers/Contacts to Salesforce from Odoo.
- Export/Update Sale Orders to Salesforce from Odoo.
- Export/Update Quotes to Salesforce from Odoo.
- Export/Update Opportunities to Salesforce from Odoo.
- Export/Update Leads to Salesforce from Odoo.
Salesforce to Odoo - Import Operations
- Import/Update Customers/Contacts from Salesforce to Odoo.
- Import/Update Sale Orders from Salesforce to Odoo.
- Import/Update Quotes from Salesforce to Odoo.
- OImport/Update Contracts from Salesforce to Odoo.
- Import/Update Opportunities from Salesforce to Odoo.
- Import/Update Leads from Salesforce to Odoo.
- Import/Update Tasks from Salesforce to Odoo.
- Import/Update Events from Salesforce to Odoo.
- Import/Update Products from Salesforce to Odoo.
Between Odoo & Salesforce - Synchronize Operations
- Synchronize upcoming Customers to Salesforce from Odoo.
- Synchronize upcoming Contacts to Salesforce from Odoo.
- Synchronize upcoming Opportunities to Salesforce from Odoo.
- Synchronize upcoming Leads to Salesforce from Odoo.
- Synchronize upcoming Products to Salesforce from Odoo.
- Synchronize upcoming Tasks to Salesforce from Odoo.
- Synchronize upcoming Events to Salesforce from Odoo.
- Synchronize upcoming Contracts to Salesforce from Odoo.
- Synchronize(Deletion) upcoming Orders to Salesforce from Odoo.
- Synchronize(Deletion) upcoming Quotes to Salesforce from Odoo.
How to get security token from Salesforce account
- Click on Profile name .
- Click on "My settings".
- Click on "Personal".
- Click on "Reset My Security Token".
- Click on "Reset Token".
- The security token will send on your email address.
Salesforce User Guide
- Go to Salesforce in odoo.
- You will see all import and export options/checkbox available and custom data range option.
- Click on execute to run the import/export.
SaleForce Odoo Connector User Guide
User
Guide
SaleForce Odoo Connector Support
After purchasing if you face any issue regarding the functionality/working of our app, we are here to address your queries. We provide 90-days support to our clients.The support period starts from the date of app purchase till 90 days onward.
Support Desk
Support
Policy
Yes, the app works perfectly well with Odoo Enterprise (On-premise and Odoo.SH) as well as Community. Odoo Online (Cloud) does not allow installation of third-party apps and hence this app cannot be installed on Odoo Online.
You can contact us to request a customization in the app.
Yes, you can export Products from Odoo to Salesforce as well as import Products from Salesforce to Odoo. If the products are already present on Odoo as well as Salesforce, you can establish a synchronization between them using the connector. You can also activate synchronization of upcoming product in Odoo by checking the checkbox in settings, it will automatically create product in Salesforce too.
If you purchase our app for Odoo Version 12 and prior, we will provide you access to all the versions up to 12 depending on their availability. Starting version 13, every version of the app will be sold separately.
We offer free support for a duration of 90 days from the date of purchase. Kindly read our support policy to know the details.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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