Salesforce overview
Overview
You can connect Salesforce to Cin7 Omni to import quotes or opportunities and update products.
Salesforce is a leading cloud CRM software. Integrating Salesforce with Cin7 Omni will allow you to:
Transfer product, pricing and stock information to Salesforce.
Import Quotes (marked as accepted) or Opportunities (marked "Closed Won") from Salesforce into Cin7 Omni Sales Orders.
Map Cin7 Omni price columns to their respective active Pricebooks in Salesforce.
Compatible Salesforce versions
Cin7 Omni's integration requires access to Salesforce API, therefore your organization must use one of the following editions of Salesforce:
Enterprise Edition
Performance Edition
Unlimited Edition
Developer Edition
The API is not available for the following editions:
Essentials Edition
Group Edition
Professional Edition.
Workflow
The Salesforce integration in Cin7 Omni can:
Upload (or update) Cin7 Omni products to Salesforce.
Send the Cin7 Omni Tracking Number, Carrier, and Dispatched Date for dispatched orders to Salesforce.
Convert selected Salesforce Quotes or Opportunities into Cin7 Omni sales orders.