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  1. APPS
  2. Extra Tools
  3. Odoo SalesForce Connector v 18.0
  4. Sales Conditions FAQ

Odoo SalesForce Connector

by Pragmatic TechSoft Pvt Ltd. http://www.pragtech.co.in
Odoo

$ 450.00

v 18.0 Third Party 69
Live Preview
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Sales (sale_management)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Invoicing (account)
Lines of code 6874
Technical Name pragmatic_salesforce_connector
LicenseOPL-1
Websitehttp://www.pragtech.co.in
Versions 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Sales (sale_management)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Invoicing (account)
Lines of code 6874
Technical Name pragmatic_salesforce_connector
LicenseOPL-1
Websitehttp://www.pragtech.co.in
Versions 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
  • Description
  • License

Compatible with Odoo v18

  • Overview
  • Features
  • Screenshots
  • Videos
  • Why Us
  • FAQ's
  • Support

Sync Salesforce & Odoo in real time

Streamline your business operations with the Odoo Salesforce Connector. This powerful integration eliminates manual
data entry by keeping contacts, leads, opportunities and customer records consistently synced across both platforms.

With automated bidirectional updates, company-specific configurations, data limits, and scheduled jobs, it unifies your
sales and CRM processes - saving time, reducing errors and ensuring teams always work with accurate information.

No more duplicate work. No more missed
opportunities.


  • Control & visibility
  • Comprehensive Data Synchronization

Logger tracking

Get complete transparency. Detailed logs monitor every import and export, giving you a clear, real-time view of your data activity and making it easy to troubleshoot any issues.

Unique Salesforce ID

Keep your data clean and organized. A unique identifier for each record prevents duplicates and ensures data integrity across both Odoo and Salesforce.

Separate company-based configuration

Configure and run the connector independently for each company (Salesforce org). Each instance has its own credentials, sync rules, and logs, keeping data isolated and secure.

Object-specific limits

Take full control of your data flow. Define exactly what information to move—from contacts to products—and set precise limits to prevent your system from being overloaded.


Contacts & Accounts

Keep customer and company data aligned across both platforms.

Products

Ensure your product catalogs are consistent in both systems, guaranteeing that quotes and orders are always accurate.

Quotations & Sales Orders

Send proposals and confirm sales with zero manual re-entry. The connector handles all the details, so you can focus on the deal.

Leads & Opportunities

Capture leads, track your pipeline, and never miss a follow-up. All your sales data is kept in sync for a seamless workflow.

Contracts, Events & Tasks

Align your agreements, calendars, and to-do lists effortlessly. This ensures your sales and support teams are always on the same page and never miss a deadline.


Installation
Configuration
Workflow
Import
Export

Installation

To install the module, you need to go to the Apps menu and remove the filter from the search bar and type the module name pragmatic_salesforce_connector, and click on the Activate button.

Configuration

    Salesforce:-
    • In Salesforce, first go to Apps >> External Clients Apps >> External Clients App Manager then create a New External Client application.
    • Fill The Basic Information
    • In API Enable the OAuth Boolean Box and add fill the following details.
    • From Security, check Require secret for Web Server Flow.
    • After Saving above details, Go to OAuth Setting then Click on Consumer Key and Secret.You will get a verification code in your email.
    • Copy Consumer Key and Secret to Odoo.
    • Copy this Instance URL, from Profile.
    Odoo:-
    • In Odoo fill all the Details, In Authorization URL and Authorization Token URL replace login.salesforce.com with the Instance URL from Salesforce. Then Click on Authenticate Button.
    • After Authenticate, Click Allow button.

Workflow

Import

Manually Import all object from Instance Page in Odoo

Use Schdulers for Automatic Import

Export

Manually Export all object from every Model in Odoo

Use Schdulers for Automatic Export

Import

Accounts

Importing Accounts from Salesforce to Odoo

Contacts

Importing Contacts from Salesforce to Odoo

Products

Importing Products from Salesforce to Odoo

Quotations

Importing Quotations from Salesforce to Odoo

Sales Orders

Importing Sales Orders from Salesforce to Odoo

Leads

Importing Leads from Salesforce to Odoo

Opportunity

Importing Opportunity from Salesforce to Odoo

Contract

Importing Contract from Salesforce to Odoo

Events

Importing Events from Salesforce to Odoo

Tasks

Importing Tasks from Salesforce to Odoo

Activities

Importing Activities from Salesforce to Odoo

Export

Accounts

Exporting Accounts from Salesforce to Odoo

Contacts

Exporting Contacts from Salesforce to Odoo

Products

Exporting Products from Salesforce to Odoo

Quotations

Exporting Quotations from Salesforce to Odoo

Sales Orders

Exporting Sales Orders from Salesforce to Odoo

Leads

Exporting Leads from Salesforce to Odoo

Opportunity

Exporting Opportunity from Salesforce to Odoo

Contract

Exporting Contract from Salesforce to Odoo

Events

Exporting Events from Salesforce to Odoo

Tasks

Exporting Tasks from Salesforce to Odoo

Activities

Exporting Activities from Salesforce to Odoo


Odoo Salesforce Connector | Sync Leads, Orders & more in real time

Empower businesses through intelligent, cost-effective solutions

Modern businesses face complex challenges. Our Odoo apps are designed to turn those challenges into opportunities - making your workflows intuitive, efficient and scalable. Crafted to make your business run smoother, faster and smarter.
Achieve operational excellence, deliver unforgettable guest experiences and aim for scalable growth - whether you're a boutique property or a global chain.

Experience the difference of solutions built for real business needs, not just features.



1. What is a Unique Salesforce ID?

For every record Salesforce provides an unique ID, that will be useful to prevent duplication and also we can add this ID to url so it lets you direct to that record in salesforce.

2. Does it bring across notes and activities as well as attachments from leads & opportunities in salesforce?

No, it does not bring notes but for activities it works.

3. Does synchronizing it be automatic with schedules like every 5 min or 10 min?

Yes. We can turn it active within 5 and 10 min?

4. Is the module customizable?

Yes. It is built on the Odoo framework and can be fully customized to match your business rules, approval flows, and design preferences but within the scope of the Salesforce API.

5. Can we control the direction of data flow (Salesforce → Odoo, Odoo → Salesforce, or bidirectional)?

Yes. Data flow can be one-way or two-way depending on business needs. For example, leads may originate in Salesforce and sync to Odoo for invoicing, while order status from Odoo syncs back to Salesforce.

6. Can I selectively sync only certain records (e.g., only won opportunities, specific lead stages, or certain product lines)?

Yes. Filters and rules can be applied during integration so only relevant records are exchanged.

7. What happens if there are conflicts in field values (e.g., customer email updated in both systems)?

Conflict resolution rules can be set up (e.g., Salesforce overrides Odoo or most recent update wins).

8. Can we sync custom objects and fields from Salesforce, not just standard ones?

Yes. Custom objects and fields can be mapped, provided they're exposed by Salesforce API.

9. What about large historical data migration (not just ongoing sync)?

Migration is possible but often handled separately from the live sync.

10. Can product catalogs, price lists, and discount structures be synchronized?

Yes, though pricing logic may need alignment between systems.


Odoo Salesforce Connector

One-time Setup | 90 Days Support | Multilingual Compatibility


What's included in this

User Manual for Easy Onboarding

90 Days Support (Monday to Friday, 10 AM – 7 PM IST)

One-Time Setup for Seamless Integration


We support for English / French / Spanish at an additional cost

Works & tested on standard installations of Odoo with no third party apps

Free support only for odoo installations with no third party apps

Paid support availaible for Odoo installations with third party apps.

Our Service Offerings

Odoo Dedicated Resources
Odoo Success Packs
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Optimize your business with our perfect Odoo strategy.
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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