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A: You can configure the integration to talk to your Sandbox account at first and then after testing change it to your production environment. After you are in production we can only talk to the production environment. You would need to use a separate UltraCart account if you wanted to have a test environment for your Sandbox on a long term ongoing basis.
Q: For return customers on their second order, will the Salesforce integration create a new account (duplicate) or use the existing Account/Contact?
A: If you have customer profiles enabled, then UltraCart will use the account / contact associated with that customer profile. If customer profiles are not used, UltraCart attempts to find the correct account / contact via e-mail address, followed by customer information such as name and address. When using customer profiles, UltraCart stores the Account and Contact Ids from Salesforce within its database for future use.
Q: Can we push Customer Profiles into Salesforce before an order has been completed?
A: Currently, you cannot.
Q: Are accounts / opportunities ownership always assigned to the user that was supplied for integration credentials.
A: Yes, this is a limitation of Salesforce. One solution is to create a Salesforce user exclusively for API use, then use workflows and triggers to transfer ownership to the desired user.
Q: What is the normal delay time between an order entered and the push to Salesforce?
A: As long as your configuration is correct, and UltraCart has not detected any issues with your Salesforce instance, UltraCart will try to push the order information as soon as the order has been marked paid. If you're performing real-time charge during checkout then this process will happen asynchronously in the background and typically completes a few seconds after the customer has seen the receipt.
Q: Will the Salesforce opportunity be updated when the order is shipped?
A: Yes, as long as one or more of the following custom mappings is configured:
- Shipping Method
- Tracking Number
- Tracking URL
Any mapping for these fields must be mapped to a custom field on the Opportunity object.