SalesForce Integration

Overview

AdvancePro's integration with SalesForce Customer Relationship Management enables a seamless flow of inventory, customer, and order information. This will lead to the flow of information in near real-time within databases via API level calls. 

Getting Started

Admin Panel setup

1. Go to remote.advanceprotech.com/adminpanel and enter your API user credentials then click on Login
   
2. Once logged in, click on Store Setup in the left menu. You will be presented with a list of all the eCommerce stores that have been set up for your company  (the initial setup will be done for you by the AdvancePro team).
3. For more details on the Admin panel, please click this link: Using the Admin Panel for Managing API Integrations
   
   

AdvancePro Setup

1. Log into your AdvancePro and go to Admin > Utilities > AP API tab and enter your API details and save:
   
   
   1. Name - This is for the name of the Integration. 
   2. URL - This is the store URL found in the Admin Panel
   3. Description - 
   4. Cart currency - This is the currency you are using in your integration
      
      
2. After adding your API details, you need to setup the API Warehouse and API Category. First, click on the API warehouse icon and select the warehouses you want to be used when integrating with SalesForce and click on Save. API Warehouses doesn't sync as warehouses in SalesForce but it controls how inventory levels for SF are calculated.
   
3. Next, let's set-up the API Category. Click on the button right beside the API warehouse and select the product category you want to sync to SalesForce, next click on Save. API Category doesn't sync to SalesForce but it is controlling which products will sync based on the categories they are in.
   

Field Mapping

Here is a guide to which fields are connected.

• Opportunities - 
  

  SalesForce field	AdvancePro field
  Account Name	Customer Name
  Product Name	Product
  SKU	SKU
  Warehouse	Warehouse
  Fundraising Consultant	Carrier
  Before Tax Amount	Price
  Bid Amount	Orig Price, Price
  Address	Address
  Tax Amount	Total Tax line item
  Total Sales Amount	Total
  PO #	PO #
  Shipping and Handling Amount	Shipping
  Payment Method	Custom field 2
  Easel	Custom Field 1
  Delivery Instructions	Order Notes & Warehouse Notes
  Order Shipping Date	Shipment Date
  Order Tracking Number	Tracking No.
  Order Status	Order Status
  Order Shipped By	Carrier

• Easel
  

  SalesForce field	AdvancePro field
  Easel Number	Picking Location
  Default Warehouse	Warehouse
  Fundraising Consultant	Tag
  Notes	Notes

Sync

Products / Inventory levels

For the products to be uploaded to SalesForce, you'll need to associate each of the products to a mapped category. Once all of it is successfully configured, you can now see the products in SalesForce. When Product information fields(UPC code, product description, and etc.) are updated in AdvancePro, it is also updated in SalesForce.

Orders

When opportunities are created in SalesForce, a corresponding PO will be created in AdvancePro. If the opportunity contains a new customer account, it will add a new customer account in AdvancePro and that order will be associated with that customer. 

If there are changes when the order is processed in AdvancePro, the changes will be updated back to SalesForce. This update also includes the status of the order in AdvancePro together with the tracking number that was recorded during the shipment of the order.

Picking Location

When an easel is added in SalesForce, a corresponding picking location will be created in AdvancePro. The Picking location will have a default storage type and the Fundraising consultant assigned to that easel will be downloaded as Tag in AdvancePro. Users are able to update Picking location information in AdvancePro and changes made will be reflected back to SalesForce. Also, when easels are removed from SalesForce, the Picking location in AdvancePro will be set to inactive.

Carrier

Fundraising consultant or Sales Rep that is associated with the order in SalesForce are synced as a carrier in AdvancePro. If that specific consultant or rep doesn't exist in AdvancePro, the information that is found in the SalesForce order will be added to AdvancePro under Carrier settings.

Entities

When a charity partner account is created in SalesForce with a logo, it is downloaded to AdvancePro as an entity under View All Brokers with the logo set to 50px to perfectly fit the custom templates

Troubleshooting

If you are encountering any problems with the sync between SalesForce and AdvancePro, you can check to see if any issues are reported in the logs. To do this, go remote.advanceprotech.com/adminpanel, click on the Store Setup page and click on Error logs for the store