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
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.
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.
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.
That’s all about the WP ERP Salesforce.