SalesForce Contacts Sync

SalesForce is one of the most popular cloud based CRM systems. You can now import and sync all your contacts including contact lists with WP-ERP CRM module as contacts and copy SalesForce contact lists as contact groups in CRM.

N.B: If you are on the trial period/version of Salesforce before getting the paid version, you'll need to enable the API from the Salesforce settings

Installation

Simply upload the ZIP file from WP Admin → Plugins → Add new → Upload plugin.

If successful, you will see a new menu item inside your CRM menu.

Configuration

Go to WP Admin Dashboard → WP ERP → Settings → Integrations.

→ Click on Configure

→ Connect your SalesForce account with ERP by just logging in with the external SalesForce site.

→ Done.

Usage

Go to WP Admin Dashboard → WP ERP → CRM → SalesForce.

From here you will be able to sync your contacts both ways between CRM and SalesForce. If you are freshly starting, you can also make a one time configuration bypassing the ERP settings.

Select the mode of synchronization [WP to SalesForce] or [SalesForce to WP]

Select the contact group and lists that will be synced.

Press button synchronize.

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That's all about the WP ERP Salesforce.

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