One of the most powerful features of the UltraCart integration system is the ability to automatically manage products and their prices automatically. If you selected this integration option during setup, then you may want UltraCart to "bootstrap" your Salesforce.com configuration with your existing item information. To do so, log into your UltraCart account, go to the Configuration section, click on Salesforce.com, and choose the Data Management tab.
When you press the Push Items button, UltraCart will attempt to create the necessary Product and Pricebook entries in Salesforce.com.
- Please note that this is a time-consuming process, and will use quite a large number of Salesforce.com API calls. You should use this option when necessary. As long as you have the "Send New / Changed Items to Salesforce.com" integration option activated, UltraCart will automatically keep your items in sync.
If you have Person Accounts enabled on your Salesforce.com instance, you will see an additional section on this tab:
This will allow you to specify what actions should be taken when an order is placed and an existing Contact / Account pair does not exist. You can specify to create a Person Account record, or create separate Contact & Account records.