- Orders from Salesforce
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
Activity and errors
Notes and limits
Getting started
Orders from Salesforce
Draft Orders with a file become Mercura orders for the customer of their Account. By default every Order in the Draft category is taken in; a rule and a send flag narrow this down, as for requests. Orders that Mercura writes itself never come back. Status to Salesforce writes the order's stage into a field of the Order until the Order is activated in Salesforce. After that, Mercura no longer changes the Order.
