Salesforce

Introduction

Connex provides a two way sync of orders between QB and Salesforce.

What editions of Salesforce do you support?

We support all versions, except the basic edition. Professional edition users must pay Salesforce an additional fee for API access.

How do I pair the app?

Salesforce sends Connex special security tokens, so our software can communicate to it without your user name and password. The pairing process is only done once. On the my connections page of Connex, choose Salesforce. Click submit. Click continue in the dialog. Log in to Salesforce through our app. 

How are the fields mapped?

Here are some examples:

How do I sync orders from QB to Salesforce?

In QB, create orders with a class of Salesforce. Run your web connector. The orders should sync within fifteen to twenty minutes. For more details, read this guide.

Can I sync opportunities and orders?

Connex can sync opportunities or orders as sales receipts, invoices with payments, or sales orders. By default, Connex will only sync orders. To sync opportunities, orders or both, login to Connex. Click configure at my connections. Under the order export to QB tab, choose opportunity or order under stores.

Can I sync orders when they are activated?

Yes, this is the default behavior. Connex queries orders by their modified date. To sync drafts and orders by their creation date, go to the order export to QB tab. Clear the order status field.

Can I sync to a custom object?

Salesforce includes no fields for the payment method and shipping details. Connex comes with a custom object called invoice, which contains several fields that are missing between QB and Salesforce. To use the custom object, go to the Connex configure page. In the Salesforce object drop down, select invoice. 

Can I map fields to a custom object that I created?

Yes, please read this guide.

Have more questions? Submit a request
Powered by Zendesk