Salesforce.com Integration FAQ

Q: At what point does the Salesforce sync activate and how to I deactivate it?

A: You configure the integration under Main Menu -> Configuration -> Salesforce.com.  After you have applied your credentials, UltraCart will start communication with your Salesforce.com account.  If you want to disable the integration you can come back to the same page and there will be a "Remove Credentials" button.

Q: Is the sync two ways for every object with the exception being Products (requires Outbound messaging)?

A: No, the synchronization is mostly one way with UltraCart sending information to Salesforce.com as orders flow in.  If you apply the proper settings, the item/product information can synchronize in both directions.

Q: If Person Accounts are enabled how does UC determine which account type to create (Account/Contact vs Person Accounts)?

A: If you turn on Person Accounts then UltraCart will always create a Person Account in Salesforce.com for the order unless the order is associated with a customer profile in UltraCart that is already associated with an Account in Salesforce.com

Q: What is the largest number in the Maximum API calls Per Day field allowed by UltraCart?

A: Don't get silly.  You get 1,000 API calls per day per paid user on Salesforce.com.  So if you have 10 people on your Salesforce.com instance you would get 10,000 calls per day.

Q: If Field Mappings are only for custom Salesforce fields, how do I change what does in a standard field?

A: That is not currently possible.  We will map things into their logical corresponding fields for all intrinsic Salesforce.com object fields.

Q: Where do I set "Enable Customer Profile Synchronization" option?

A: After you have configured the credentials on the first tab of the Salesforce.com configuration, an options section will appear.

Q: Can I integrate with a Salesforce Sandbox for testing purposes?  Is it possible to setup a test order that can be ignored?

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.