- Opportunities for other requests
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
Orders from Salesforce
Activity and errors
Notes and limits
Getting started
Opportunities for other r...
Requests that reach Mercura by e-mail or another channel can also get their Quote in Salesforce, as long as their customer comes from Salesforce. On export, the user picks an open Opportunity of the customer's Account or lets Mercura create a new one. For new Opportunities you set the stage and the close date (days after export); Mercura names any required fields of your org that still need a value. The Opportunity is named after the request.
