Update Salesforce products
Overview
You can update products from Cin7 Omni to Salesforce.
Select products to update
Before updating Products to Salesforce you will need to select which products in the products module you would like to be updated.
First, add the flag to the products module as follows:
Whilst logged in as an Administrator select on your username, top right, then select Settings.
From the products menu, select Product Settings.
Under the Show Channel Options menu, check Salesforce.
Select Save.
Next, flag products that you would like to update.
From the products module, choose a product that you would like to be updated to Cin7 Omni.
From the classifications pane, check the Salesforce checkbox.
Select Save to save the product.
Bulk update channels
Products can also be updated in bulk using the Import and Update products process. Multiple channels can be added when updating by separating each channel by commas in the Channels field. Be sure to make sure the name of the channel matches exactly.
Update products
Once you have selected some products to be updated:
From the left navigation, under Integrations, select Salesforce.
Either:
Select Update Recently Modified Products. Only products modified after the date defined in the settings will be updated.
Select Update All Products. All products in Salesforce will be updated with information from Cin7 Omni.
Update fields
Product Code |
Name |
Description |
Active |
Family |
Stock |