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Setting Up Synchronization with Salesforce
Acumatica ERP supports bidirectional real-time synchronization of data between Acumatica ERP and Salesforce, so users can work simultaneously in both systems with changes in one system being reflected in the other.
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In This Chapter
Overview of Synchronization with Salesforce
If your company uses both Salesforce and Acumatica ERP, you may want to synchronize CRM-related data between these systems, so users can work simultaneously in both systems. Acumatica ERP provides a synchronization solution that supports bidirectional synchronization of this data in real time.
Quick Configuration Steps
Before you can start synchronizing data between Acumatica ERP and Salesforce, you need to properly configure both systems. In most cases, to set up the integration of Acumatica ERP and Salesforce and to configure data synchronization, you can perform the quick configuration steps described in this chapter.
To Quickly Obtain a Salesforce Instance
If you want to quickly obtain a free Salesforce instance so that you can assess data synchronization between Acumatica ERP and Salesforce, you can do either of the following:
To Obtain a Salesforce Security Token
Each time a new user is created in Salesforce, the system sends the user an email with a user security token. If you have lost your security token, you can request a new one by doing the following:
To Create a Connected App in Salesforce
To create a connected app in Salesforce, which will enable the integration of Acumatica ERP with Salesforce through the Salesforce API, do the following:
To Create a Connected App in Salesforce Lightning
To create a connected app in Salesforce, which will enable the integration of Acumatica ERP with Salesforce through the Salesforce API, do the following:
To Create Custom Fields in Salesforce
To create in Salesforce the custom fields required for successful data synchronization, do the following:
To Create Custom Fields in Salesforce Lightning
To create in Salesforce the custom fields required for successful data synchronization, do the following:
To Configure Validation Rules in Salesforce
This topic explains how you can configure validation rules for the billing country and state fields. You should use similar expressions to configure the shipping address fields.
To Configure Validation Rules in Salesforce Lightning
This topic explains how you can configure validation rules for the billing country and state fields. You should use similar expressions to configure the shipping address fields.
To Disable State and Postal Code Validation
To Configure the Salesforce Data Provider
To configure the
Salesforce Sync
data provider, which is predefined in the system, perform the following steps on the
Data Providers
(
SM206015
) form:
To Configure Predefined Integration Scenarios
When configuring data synchronization between Acumatica ERP and Salesforce, you may need to review the following integration scenarios:
To Set Up Data Synchronization in Acumatica ERP
To Activate the Predefined Periodic Schedule
To activate the periodic schedule that runs the
Failed & Missed Data Resync
process every five minutes, do the following:
To Create a Salesforce Sync Schedule
To create a schedule that periodically initiates the real-time synchronization of data between Acumatica ERP and Salesforce, do the following:
To Create a Schedule for Full Data Resync
To create a periodic schedule that initiates the full resynchronization of data between Acumatica ERP and Salesforce, do the following:
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Setting Up Synchronization with Salesforce
Acumatica ERP supports bidirectional real-time synchronization of data between Acumatica ERP and Salesforce, so users can work simultaneously in both systems with changes in one system being reflected in the other. ==In This Chapter{nestedtopics}== *[HelpRoot_Integration\IS__con_Integration_with_Salesforce|Overview of Synchronization with Salesforce] *:If your company uses both Salesforce and Acumatica ERP, you may want to synchronize CRM-related data between these systems, so users can work simultaneously in both systems. Acumatica ERP provides a synchronization solution that supports bidirectional synchronization of this data in real time. *[HelpRoot_Integration\IS__con_Configuration_of_Integration|Quick Configuration Steps] *:Before you can start synchronizing data between Acumatica ERP and Salesforce, you need to properly configure both systems. In most cases, to set up the integration of Acumatica ERP and Salesforce and to configure data synchronization, you can perform the quick configuration steps described in this chapter. *[HelpRoot_Integration\IS__how_Get_Salesforce_Instance|To Quickly Obtain a Salesforce Instance] *:If you want to quickly obtain a free Salesforce instance so that you can assess data synchronization between Acumatica ERP and Salesforce, you can do either of the following: *[HelpRoot_Integration\IS__how_Obtain_Security_Token|To Obtain a Salesforce Security Token] *:Each time a new user is created in Salesforce, the system sends the user an email with a user security token. If you have lost your security token, you can request a new one by doing the following: *[HelpRoot_Integration\IS__how_Configure_App_Salesforce|To Create a Connected App in Salesforce] *:To create a connected app in Salesforce, which will enable the integration of Acumatica ERP with Salesforce through the Salesforce API, do the following: *[HelpRoot_Integration\IS__how_Configure_App_Salesforce_Lightning|To Create a Connected App in Salesforce Lightning] *:To create a connected app in Salesforce, which will enable the integration of Acumatica ERP with Salesforce through the Salesforce API, do the following: *[HelpRoot_Integration\IS__how_Configure_Custom_Fields|To Create Custom Fields in Salesforce] *:To create in Salesforce the custom fields required for successful data synchronization, do the following: *[HelpRoot_Integration\IS__how_Configure_Custom_Fields_Lightning|To Create Custom Fields in Salesforce Lightning] *:To create in Salesforce the custom fields required for successful data synchronization, do the following: *[HelpRoot_Integration\IS__how_Configure_Validation_Rules|To Configure Validation Rules in Salesforce] *:This topic explains how you can configure validation rules for the billing country and state fields. You should use similar expressions to configure the shipping address fields. *[HelpRoot_Integration\IS__how_Configure_Validation_Rules_Lightning|To Configure Validation Rules in Salesforce Lightning] *:This topic explains how you can configure validation rules for the billing country and state fields. You should use similar expressions to configure the shipping address fields. *[HelpRoot_Integration\IS__how_Disable_Validation|To Disable State and Postal Code Validation] *[HelpRoot_Integration\IS__how_Configure_SF_Data_Provider|To Configure the Salesforce Data Provider] *:To configure the ''Salesforce Sync'' data provider, which is predefined in the system, perform the following steps on the [HelpRoot_FormReference\SM_20_60_15|Data Providers] ([~/?ScreenId=SM206015|SM206015]) form: *[HelpRoot_Integration\IS__how_Set_Up_Import_Scenarios|To Configure Predefined Integration Scenarios] *:When configuring data synchronization between Acumatica ERP and Salesforce, you may need to review the following integration scenarios: *[HelpRoot_Integration\IS__how_Set_Up_Synchronization|To Set Up Data Synchronization in Acumatica ERP] *[HelpRoot_Integration\IS__how_Activate_Predefined_Schedule|To Activate the Predefined Periodic Schedule] *:To activate the periodic schedule that runs the ''Failed & Missed Data Resync'' process every five minutes, do the following: *[HelpRoot_Integration\IS__how_Create_Sync_Schedule|To Create a Salesforce Sync Schedule] *:To create a schedule that periodically initiates the real-time synchronization of data between Acumatica ERP and Salesforce, do the following: *[HelpRoot_Integration\IS__how_Create_Resync_Schedule|To Create a Schedule for Full Data Resync] *:To create a periodic schedule that initiates the full resynchronization of data between Acumatica ERP and Salesforce, do the following:
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