Odoo Salesforce Connector

by
Odoo

417.00

v 14.0 Third Party 20
Live Preview
Required Apps CRM (crm)
Sales (sale_management)
Invoicing (account)
Lines of code 3888
Technical Name salesforce_connector
LicenseOPL-1
Websitehttp://www.techloyce.com
Also available in version v 15.0 v 13.0 v 12.0 v 11.0
You bought this module and need support? Click here!
Required Apps CRM (crm)
Sales (sale_management)
Invoicing (account)
Lines of code 3888
Technical Name salesforce_connector
LicenseOPL-1
Websitehttp://www.techloyce.com
Also available in version v 15.0 v 13.0 v 12.0 v 11.0
logo

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.

SalesForce Odoo Connector

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



highlights

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.

Odoo to Salesforce - Export Operations

  • Export/Update Products to Salesforce from Odoo.
  • Export/Update Customers/Contacts with addresses 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 with addresses from Salesforce to Odoo.
  • Import/Update Price lists from Salesforce to Odoo.
  • Import/Update Products from Salesforce to Odoo.
  • OImport/Update Contracts from Salesforce to Odoo.
  • Import/Update Sale Orders from Salesforce to Odoo.
  • Import/Update Quotes 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.

Between Odoo & Salesforce - Synchronize Operations

  • Synchronize upcoming Customers to Salesforce from Odoo.
  • Synchronize upcoming Contacts to Salesforce from Odoo.
  • Synchronize upcoming Products to Salesforce from Odoo.
  • Synchronize upcoming Contracts to Salesforce from Odoo.
  • Synchronize upcoming Orders to Salesforce from Odoo.
  • Synchronize upcoming Quotes to Salesforce from Odoo.
  • Synchronize upcoming Opportunities to Salesforce from Odoo.
  • Synchronize upcoming Leads to Salesforce from Odoo.
  • Synchronize upcoming Tasks to Salesforce from Odoo.
  • Synchronize upcoming Events to Salesforce from Odoo.
  • Synchronize (Deletion) upcoming Orders to Salesforce from Odoo.
  • Synchronize (Deletion) upcoming Quotes to Salesforce from Odoo.
Synchronize Products
Synchronize Leads
Synchronize Opportunities
Synchronize Contracts
Import Orders
Import Quotes
Automatic Jobs

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 Settings in odoo.Click on Salesforce Settings.Enter your salesforce credentials and click "Test Connection" Button.

  • 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.

Suggested Products
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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