This module facilitates bi-directional data synchronization and management between Odoo and Salesforce, allowing you to seamlessly manage various business records across both platforms.

The module primarily uses Salesforce API versions v52.0 (for Quote and Order related operations) and v39.0/v40.0 for other objects like Products and Events.

You need to set up a Salesforce instance record in Odoo. This involves providing the following Salesforce API credentials:

• Consumer Key (Client ID): Obtained from your Salesforce connected app.
• Consumer Secret (Client Secret): Obtained from your Salesforce connected app.
• Authorization URL: Default is https://login.salesforce.com/services/oauth2/authorize.
• Authorization Token URL: Default is https://login.salesforce.com/services/oauth2/token.
• Redirect URL: Default is http://localhost:8069/get_salesforce_token (ensure this matches your Salesforce connected app's callback URL and is accessible).

You will also need to authorize the connection to obtain the access token.

Many synchronization and export operations will fail with an error message like "There is no default Salesforce instance" if a default instance is not configured in Odoo.

The module supports synchronization for the following Odoo objects with their corresponding Salesforce counterparts:

• Accounts (res.partner where is_company=True)
• Contacts (res.partner where is_company=False)
• Products (product.product)
• Product Templates (product.template)
• Sale Quotations (sale.order in draft/sent state)
• Sale Orders (sale.order)
• Leads (crm.lead of type 'lead')
• Opportunities (crm.lead of type 'opportunity')
• Contracts (sf.contract)
• Events (calendar.event)
• Activities (Tasks) (mail.activity)
• Attachments (ir.attachment)

Is the synchronization bi-directional (Odoo to Salesforce and Salesforce to Odoo)?

Based on the code, the module supports:

• Export from Odoo to Salesforce: For Accounts, Contacts, Products, Product Templates, Sale Quotations, Sale Orders, Leads, Opportunities, Contracts, Events, and Activities.
• Import from Salesforce to Odoo: For Accounts, Contacts, Products, Product Templates, Quotes, Orders, Leads, Opportunities, Contracts, Events, and Activities (via scheduled cron jobs).

Synchronization can be initiated in two ways:

• Manual Export: Users can manually trigger the export of individual records (e.g., Partners, Products, Leads, Opportunities, Quotes, Orders, Contracts, Events, Activities) from their respective Odoo forms.
• Scheduled Cron Jobs: The module includes scheduled actions (cron jobs) to automatically import and export data for various objects at predefined intervals (e.g., _scheduler_import_sf_accounts, _scheduler_export_products_to_sf).

How does the module handle updates to records in Odoo?

Records in Odoo have an x_is_updated field. When certain fields are modified (e.g., x_last_modified_on for partners), this flag is set to True, indicating the record needs to be updated in Salesforce during the next export sync.

How are deleted records handled?

The unlink method for sale.order (Quotes/Sale Orders) and sale.order.line is extended to attempt deletion of corresponding records in Salesforce if they were previously exported (i.e., have a Salesforce ID). This helps maintain data consistency.

Product Templates and their variants can be exported to Salesforce as Product2 records. The integration also handles the creation and updating of PricebookEntry records in Salesforce for these products, linking them to a standard price book.

What happens when a Sale Order's contract changes?

If the contract_id on a Sale Order is changed, the module validates that the Odoo order date is not earlier than the contract's start date, raising a UserError if it is.

How are attachments synchronized?

The module includes logic to export attachments from Odoo to Salesforce. It uses ir.attachment records and tracks the Salesforce ContentDocumentId to prevent duplicate uploads.

How are addresses synchronized for Partners/Contacts?

When partners (companies or contacts) are exported, their main addresses are synchronized. Additionally, separate delivery addresses linked to contacts (child res.partner records with type='delivery') are also created or updated in Salesforce.

Can I export Leads and Opportunities to Salesforce?

Yes, crm.lead records in Odoo can be exported to Salesforce as either Leads or Opportunities, depending on their type in Odoo.

The module logs errors to Odoo's log file (e.g., _logger.error). Check the Odoo server logs for detailed error messages, as these often include the Salesforce response which can pinpoint the exact issue (e.g., FIELD_INTEGRITY_EXCEPTION, missing required fields, permissions issues).

I'm getting "There is no Salesforce instance" error. What's wrong?

This error indicates that no Salesforce instance has been configured or that the configured instance is not set as the default one for your company. Go to the Salesforce configuration in Odoo and ensure an instance is properly set up and authorized.

Why might a ContentDocumentLink fail when exporting attachments?

Even if the attachment (ContentVersion) is created, linking it to a record can fail due to:

• Insufficient permissions for the Salesforce integration user on the target record (e.g., Quote, Sale Order).
• The target record itself is in a state that prevents linking (e.g., archived, read-only).
• Incorrect ShareType or Visibility settings in the ContentDocumentLink payload (less common for a "bad ID" error, but worth checking).

Always check Salesforce debug logs for the precise error.

I encountered "Please Select 1 record to Export" error.

This UserError is raised by the module when you try to manually export multiple records at once for certain objects (e.g., Products, Events) which are designed for single-record manual export. Select only one record at a time for manual export. Scheduled cron jobs will process multiple records automatically.

Why are some fields not synchronizing correctly?

Possible reasons include:

The field mapping in the integration code might be incorrect or missing.
• Salesforce field-level security or validation rules might be preventing the update.
• Data type mismatch between Odoo and Salesforce fields.
• The Odoo record's x_is_updated flag is not correctly set.

Review the specific sendDataToSf or create/update_sf_dict methods in the relevant Python file and check Salesforce validation rules/permissions.

For any support related to this Odoo module, please contact us at apps@odooerp.ae
Our standard response time (SLA) for support queries is between 12 to 48 hours.