Odoo SalesForce Connectorby Pragmatic TechSoft Pvt Ltd. http://www.pragtech.co.in
Sales Management (sale)
• Invoicing (account)
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Odoo SalesForce Connector
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Odoo SalesForce Connector
Salesforce is the innovative company behind the world's #1 CRM platform.
Salesforce software is cloud-based, so it doesn't require a team of IT experts to set up or manage - you just log in and start using it.
Faster, Cheaper. Easier. Better. Salesforce takes your business to the next level. Salesforce's customer relationship management software instantly streamlines and automates your business processes. By creating infrastructure-as-a-service, your business allows sales, marketing, and support teams to work in sync and see important sales and customer data with more width and breadth, freeing them up to generate new clients and better service existing ones.
Odoo Salesforce Connector is an Odoo App which allows following operations: Above screen shows functionalities i.e.) Importing Contacts, Accounts, Products, Quotations, Sales Order
Importing of Customer from Salesforce to Odoo (With Parent Child Relationship)
Above is a contact record along with linked account, Let’s import this Contacts, Click on Import Contacts Button. This will import contacts in res.partner object with parent child relationships( if any).
when records are imported we do maintain reference to record in salesforce using its id know as x_salesforce_id field in odoo.
Importing Accounts(parent of contacts) in Odoo.
If you click on ‘Import Accounts’ in above fig. 1, all the parent of account get imported in Odoo.
Individual record imported with contacts and addresses attached similar as in salesforce.
Exporting Customers to Salesforce from Odoo (With Parent Child Relationships), Performs Update if Customer Exists in Salesforce.
Above is a company record(is_comapny = true) which we will export to salesforce along with a child record.
Click on Actions Dropdown, You will see Export to Salesforce Option. Click on that option.
Importing Productsfrom Salesforce to Odoo
All the products master from salesforce to odoo get imported once you clicks on ‘Import Products’ button in fig. 1
Exporting Products to Salesforce from Odoo, Performs Update if Product Exists in Salesforce.
Click on Actions dropdown and click on export to salesforce option. The record will be exported to salesforce.
Exported record was created successfully in Salesforce side.
Importing Quotations from Salesforce.
This is a Quotation Generated in Salesforce, In next step we will see this imported to odoo.
Click on Import Quotations button to import all quotes from salesforce as shown fig 1.
Quotations was successfully imported along with quotation lines, above is sample record of a quotation.
Importing Sales Orders from Salesforce
Create a order in Salesforce, Above screen shows a order having 4 orderitems. In next Screen we will see how to import it.
Click on Import Sales Order Button, This will import all sales order from salesforce as shown in above fig.
We see the order was imported from salesforce in odoo Successfully, having state as ‘sale’. We also see its corresponding Delivery Order is also created in odoo automatically.
We choose REST API over traditional SOAP API due to following benefits of REST API over SOAP API:
- REST requires less bandwidth as compared with SOAP API, Hence REST is much faster than SOAP.
- REST can use Plain Text, XML, JSON for data transport which is lighter in size and doesn’t require parsers, has less overhead.
- REST uses Unique Resource Identifier(URI) to expose business logic.
- REST uses standard HTTP protocol for data transport.
Contact / Support(Monday-Friday 10am to 7pm IST)
Pragmatic Techsoft Pvt. Ltd.Support
Pragmatic is a global open source enterprise software development, consulting and products company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.
We are a dynamic and fast growing company committed towards creating value for our customers. Located in Pune, India the educational and IT hub of western India, we take pride in delivering rapid, customized open source enterprise applications following agile and lean software methods. Whether you are developing an application from scratch, working on an existing application or porting your application to a new platform or framework, we can meet your business needs.
If you need any help or want more additional features, you may contact us through:
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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