| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 1248 |
| Technical Name |
salesforce_ngo |
| License | AGPL-3 |
| Website | http://www.techloyce.com |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 1248 |
| Technical Name |
salesforce_ngo |
| License | AGPL-3 |
| Website | http://www.techloyce.com |
| Versions | 18.0 19.0 |
Salesforce Connector
This connector seamlessly integrates Salesforce with Odoo. This connector allows businesses to synchronize essential data between Salesforce (focused on customer relationships, sales, and marketing) and Odoo (which provides ERP functionality, covering inventory, finance, HR, and more). With this integration, customer information, sales orders, products, and other key records are kept in sync, enhancing the customer relationship lifecycle by leveraging the strengths of both platforms. This integration improves workflow efficiency, ensures data consistency, and strengthens customer relationships by streamlining processes across both systems.
Sync Salesforce with odoo using Salesforce Connector. Odoo integration with Salesforce gives us power to sync customers, products, sale orders, quotes, leads, contract and opportunities and many more.
Our Helpfull Links
Demo Video
Demo Video
Synchronize Users
Import and Synchronize users between Odoo and Salesforce.
Synchronize Products
Import, Export and Synchronize products and product details between Odoo and Salesforce
Synchronize Pricebooks
Import and synchronize pricebooks 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.
Synchronize Orders
Import and Export orders between Odoo and Salesforce. Update order status and delete to Salesforce.
Synchronize 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 and synchronize tasks and task details between Odoo and Salesforce.
Synchronize Events
Import and synchronize event and event details between Odoo and Salesforce.
Features
Screenshots
Support
FAQ'S
Salesforce Connector - Features
- Seamlessly synchronize Contacts, Accounts, Opportunities, Products, Price books and Sale Orders from Salesforce to Odoo.
- Enable Auto Scheduler to automate regular data synchronization at pre-configured intervals.
- Easily toggle between manual and automated synchronization modes for flexible operation.
- Provide a clear synchronization history, including operations performed.
- Simple and intuitive interface for managing synchronization preferences
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 Setting Enabler.Enter your salesforce credentials and click "Test Credentials" Button.
- Go to Salesforce in odoo.
- You will see all sync options available and custom data range option.
- Click on "Execute" to run the sync operation.
Salesforce 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.
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.
Upgrades are not free. If you require any customization, you can contact us. We offer support for 90 days after purchase. For further information you can contact us at https://techloyce.com or read our support policy.
We offer free support for a duration of 90 days from the date of purchase. Kindly read our support policy to know the details.
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