- Getting started
How the connection works
Setup in Salesforce
Permissions of the integration user
Connecting in Mercura
Configuring the data flows
Customers and Contacts
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
- Create the integration user and the External Client App in a sandbox.
- Enter the credentials in your Mercura test organisation and test the connection.
- Switch on the data flows you need and check the first records in the activity.
- The Quote to Salesforce is released for your organisation by Mercura; let your Mercura contact know when you are ready.