Salesforce.com Integration Guide
Introduction
UltraCart is pleased offer complete two-way integration with the Salesforce.com CRM platform. With this integration, you may incorporate UltraCart actions into your existing Salesforce.com CRM workflows & processes, as well as communicate events from Salesforce.com to UltraCart, allowing your organization to harness the e-commerce power of UltraCart through a familiar Salesforce.com interface.
Available Features
- Product Synchronization
- Customer Profile Synchronization
- Create Salesforce.com Opportunities for Orders
- Send new/changed products from UltraCart to Salesforce.com
- Apply changes made to products in Salesforce.com to UltraCart
- Create Person Accounts for Affiliates
- Send Refunds to Salesforce.com
- Send Auto-Order Notifications to Salesforce.com
Prerequisites
To begin, you will need the following:
- An active UltraCart account
- Salesforce.com Enterprise or Unlimited
- The user name, password, and security token for the Salesforce.com user UltraCart will use to connect to your Salesforce.com instance.
Salesforce.com Developer accounts will work for testing, but are not supported by Salesforce.com for production use.
You must have a Salesforce.com Enterprise Edition account for production API access. You can not connect a Salesforce.com trial account to UltraCart.
Salesforce Integration Companies
If you're new to Salesforce and would like to hire a consultant that is familiar with Salesforce.com developer and UltraCart integrations then consider contacting:
Company | Website | Phone |
---|---|---|
Tech Guys Who Get Marketing | http://www.techguyswhogetmarketing.com/ | (888) 372-8823 |
An integration consult can help you write the Salesforce workflow automation logic that you need to implement your company's vision for sales dominance.
Next Step: Retrieve your security token
Areas to Explore
If you have already configured your Salesforce integration, you should review our documentation on each section:
as well as our Frequently Asked Questions page.