- Customers and Contacts
How the connection works
Setup in Salesforce
Permissions of the integration user
Connecting in Mercura
Configuring the data flows
Requests from Salesforce
Status to Salesforce and cancel from Salesforce
Quote to Salesforce
Opportunities for other requests
Orders from Salesforce
Activity and errors
Notes and limits
Getting started
Customers and Contacts
Accounts become Mercura customers, keyed by the Account ID, with phone and billing address. Contacts come with name, e-mail and phone. With Extra fields you fill further customer columns in Mercura from any Account field, such as industry or region. Data is pulled every hour or every night at 2:00. Mercura then recognises incoming requests by sender, domain or the customer number in the document and assigns them to the right customer.