Here you will find all the information you look for regarding the data sharing between Salesforce and the other apps of the marketplace
| Table of Contents | ||
|---|---|---|
|
Interesting workflow you can accomplish with Salesforce on our MarketPlace
When an Account, Contact or Lead is created in SalesForce, it is automatically created or updated in your CRM and Accounting software
When a Product is created in SalesForce, it is automatically created or updated in your CRM and Accounting software
When an Opportunity is created in SalesForce, it is automatically created or updated in your CRM and is also available on your Impac! sales funnel
Data shared between Salesforce and other apps
CRM and Sales data shared
| Entity shared | From Salesforce to other apps | From other apps to Salesforce | See it on my Impac! Dashboard |
|---|---|---|---|
| Contacts |
|
| Invoice List widget (If invoice is attached) |
| Leads |
|
| Leads funnel / Leads list widgets |
| Organizations |
|
| Invoice List widget (If invoice is attached) |
| Products |
|
| Growth per product widget (if sales behind product) |
Accounting data shared
Entity
shared
From Salesforce to other apps
| Opportunities |
|
| Opportunity funnel widget |
FAQ
Which version of Salesforce are supported by this integration?
Only Enterprise and Unlimited editions support API access; if your subscription is on a different plan, you will need to upgrade to be able to connect to other systems.
Still getting error "Your Salesforce account does not support API access" even after upgrade?
Firstly, you need to logout from the exiting session of salesforce then login again in the same browser as that of Maestrano to link your account. Also, re-verify the Salesforce account name on the connector page.
It is because, though you created a new enterprise account however it was linked to previous account which needs to be disconnected and re-linked with the new one.
Team Work
All the apps available on Maestrano marketplace share data with Salesforce
However, these three apps are the best matching for Salesforce
Xero
QuickBooks
MYOB AccountRight