User manual COMPIERE COMPIERE ERP CONNECTOR FOR SALESFORCE DATASHEET

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Manual abstract: user guide COMPIERE COMPIERE ERP CONNECTOR FOR SALESFORCEDATASHEET

Detailed instructions for use are in the User's Guide.

 [. . . ] The Leading Provider of Open Source and Cloud-based ERP solutions

Compiere ERP Connector for Salesforce
®

D ATA SHEET

Integrate. Synchronize. 
Compiere ERP Connector for Salesforce enables timely and accurate information for Sales and Finance by automating data updates between Compiere ERP and Salesforce. com.  [. . . ] complete trAceABility Compiere ERP Connector maintains the synchronization details on both Salesforce. com and Compiere ERP to ensure traceability and accountability. When information is added or updated,  the account and transaction details are logged,  along with date and time of synchronization. You are now able to audit the log files to track the who,  what or when of any changes that have been made. eAsy setup Built with Compiere's unique and intuitive dynamic Web services model,  Compiere ERP Connector for Salesforce is easy to setup. Using an intuitive,  Webbased user interface,  your Salesforce. com administrator can quickly set synchronization parameters,  such as processing frequency and schedule,  conflict resolution rules,  and transaction lifespan. Once the setup is complete,  the synchronization process runs without further user intervention. 

· Streamline the lead-toinvoice process with the bi-directional Connector · Eliminate the need to create new accounts in both systems · Provide a single entry to update both systems
improve sAles execution

·Obtain accurate and up-todate information on accounts ·Get instant visibility to an account,  order status and history

Developed for Compiere by Estuate,  a Compiere Development Partner. 

ERP Connector for Salesforce
Summary of Compiere ERP Connector for Salesforce Capabilities
Bi-directionAl synchronizAtion oF customer Account detAils Between sAlesForce. com And compiere · Name · Address · Industry · Employees · Billing Address · Phone · Fax · Credit Status · Open Balance · Life Time Value · Sales Volume · Sales Representative · Business Partner Group import order detAils From compiere to sAlesForce. com · Document Number · Business Partner · Date Order · Document Status · Sales Representative · Product Description · Quantity · Unit of Measure · Price · Extended Amount import invoices detAils From compiere to sAlesForce. com · Document Number · Business Partner · Date Invoiced · Document Status · Grand Total · Representative · Paid Flag · Product Description · Unit of Measure · Price · Extended Amount
system requirements

· Salesforce Professional Edition,  Salesforce Enterprise Edition and Salesforce Unlimited Edition · Compiere Professional Edition 3. 4 and above or Compiere Cloud Edition

ABout estuAte
Estuate is a global information technology (IT) services company founded in 2005. The company delivers high-value,  cost-effective solutions to software companies and large IT organizations. Estuate is headquartered in Silicon Valley with an offshore center in Bangalore,  India. For more information,  please visit www. estuate. com

AvAilABility

Compiere ERP Connector for Salesforce is an add-on option with Compiere Professional and Compiere Cloud Edition.  [. . . ] compiere. com. 

compiere,  inc. 
3600 Bridge Parkway,  Suite 102 Redwood Shores,  CA 94065 tel +1 (650) 517-5900 email info@compiere. com website www. compiere. com

Integrate. Synchronize. 

Copyright © Compiere,  Inc. ,  2009.  [. . . ]

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