v 16.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Contacts (contacts)
Project (project)
Sales (sale_management)
Calendar (calendar)
Discuss (mail)
Invoicing (account)
Lines of code 1005
Technical Name warlock_salesforce_connector
LicenseOPL-1
Websitehttp://www.warlocktechnologies.com
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Contacts (contacts)
Project (project)
Sales (sale_management)
Calendar (calendar)
Discuss (mail)
Invoicing (account)
Lines of code 1005
Technical Name warlock_salesforce_connector
LicenseOPL-1
Websitehttp://www.warlocktechnologies.com
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SalesForce Connector

Community
Enterprise

Overview

The Salesforce Connector seamlessly integrates Salesforce with Odoo, enabling effortless data import by clicking import buttons. This user-friendly process ensures easy data integration and updates within Odoo. The connector also offers advanced features, including selective data import based on company filters. Additionally, users can efficiently manage and locate imported Salesforce records using filters and GroupBy options.

Features

Importing Leads

Importing Opportunities

Importing Orders

Importing Contacts

Importing Products

Importing Tasks

Importing Events

Filter and GroupBy records

Support Multi Company

Configuration

  • FUNCTIONALITY

  • The Salesforce connector offers streamlined data import through simple entry of your Salesforce login credentials along with the pre-configured Security Token..

    Here we provide functionality of Multi Company, That means you can sync the data for your desired company.



    The 'Authenticated' status displayed in the status bar confirms the successful authentication of your account. You are now able to proceed with importing data from this Salesforce account.



    If there are changes to your Salesforce account details or if you need to update the saved information, please use the 'Re-authenticate' button.

  • IMPORT LEADS

  • Click on "Import Leads" button to Import leads from Salesforce.

    View imported leads and their relevant Salesforce details.



    Easily locate records using filters and grouping.

  • IMPORT OPPORTUNITIES

  • Click on "Import Opportunities" button to Import Opportunities from Salesforce. View imported opportunities and their relevant Salesforce details.



    Easily locate records using filters and grouping.

  • IMPORT ORDERS

  • Click on "Import Orders" button to Import Orders and Quotations from Salesforce. View imported Orders and their relevant Salesforce details.



    Easily locate records using filters and grouping.

  • IMPORT CONTACTS

  • Click on "Import Contacts" button to Import of Contacts & Customers from Salesforce. View imported Contacts and their relevant Salesforce details.



    Easily locate records using filters and grouping.

  • IMPORT PRODUCT

  • Click on "Import Product" button to Import of Products from Salesforce. View imported Product and their relevant Salesforce details.



    Easily locate records using filters and grouping.

  • IMPORT TASKS

  • Click one "Import Tasks" button to Import of Task from Salesforce. View imported Tasks and their relevant Salesforce details.



    Easily locate records using filters and grouping.

  • IMPORT EVENTS

  • Click on "Import Events" button to Import of Events from Salesforce.



    View imported Events and their relevant Salesforce details. Easily locate records using filters and grouping.

sales@warlocktechnologies.com
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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