Page Comparison

Enable Product Synchronization

This module instructs UltraCart to synchronize item information into Salesforce.com Product objects.

Enable Customer Profile Synchronization

This module instructs UltraCart to synchronize customer profiles into Salesforce.com objects. Depending on your Salesforce.com configuration, UltraCart will either create an Account & a Contact for each customer profile, or if you have enabled Person objects in Salesforce.com, UltraCart will create a single Person object for each customer profile. Optionally, you can configure Salesforce.com to notify UltraCart of changes to customer information, which can then be automatically applied to the corresponding UltraCart customer profile.

Create Salesforce.com Opportunities for Orders

This module instructs UltraCart to create Opportunities for each order placed through your store. When this module is enabled, UltraCart will create a fully populated Opportunity for your orders. Additionally, UltraCart will create Accounts, Contacts, or Person objects as needed for the new Opportunity. If you have enabled Product Synchronization, UltraCart will populate the Opportunity with the individual items purchased.

Send New / Changed Items to Salesforce.com

When enabled, this module will automatically update Salesforce.com each time you add or modify an item in UltraCart. Changes made in UltraCart will take approximately 5 minutes to be reflected in Salesforce.com.

Apply changes made to Products in Salesforce.com to UltraCart Items

When enabled, this module will process outbound messages from Salesforce.com related to your items, and automatically update the UltraCart item to reflect the changes made in Salesforce.com. For this functionality to operate properly, you will need to create the necessary Outbound Message and Workflow Rule options in Salesforce.com.

Create Person Accounts for Affiliates

When enabled, this module will create Person Accounts in Salesforce.com for each of your affiliates. If your Salesforce.com instance is not configured for Person Accounts, this setting is ignored.

Send Refunds To Salesforce

When enabled, UltraCart will attempt to push refund information to Salesforce.com. If located, the original OpportunityLineItem records will be updated to reflect a refund amount. You will need to make sure that you have mapped the UltraCart Order ID to a custom Salesforce.com record (see below) for this feature to function properly.

Suppress Account Creation

If checked, UltraCart will not create new account records if it is unable to locate a match. Use this feature with caution, as enabling it may cause Opportunities to have incomplete information or missing relationships.

Send Auto-Order Notifications to Salesforce

This feature will cause UltraCart to attempt to update existing opportunities when certain auto-order events occur, such as a cancellation or declined payment. You will need to make sure you have mapped a custom field for Auto Order status for this feature to function properly.