Priority ERP and Salesforce Integration
- ACCOUNT & CONTACT
- SALES ORDER
- Accounts and Associated Contacts from Salesforce are synced as Customers and Contact Persons in Priority and vice versa.
- Account and Contact modifications are updated between Salesforce and Priority.
- Product name
- Product Code
- Product Description
- Product Prices associated with various Price Books
- Price lists are synced from Priority to Salesforce as Price Books. (Wholesale Price or List Price must be chosen as the standard price.)
- Product prices are synced from Priority to Salesforce for these Price Books.
- (Additional price lists can also be mapped with associated Price Books defined in Salesforce, on requirement)
- Salesforce Orders are synced to Priority as Sales Orders.
- (Items Selected, Discounts (if any), Billing and Shipping Addresses selected/entered at the time of the order are also synced to Priority from Salesforce.)
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