How to integrate RevRec with Salesforce integration?
RevRec integration with Salesforce
In order to leverage direct sync with Salesforce you must be on a version that supports access to the API. See more about it here on the salesforce site. Once you verify your Salesforce version, then Production Test Salesforce in RevRec by navigating from RevRec > Sync > Connect with other data > Sales > Salesforce.
1. After logging in to your RevRec site, navigate to the right environment in which you are integrating Salesforce.
to learn about how the and fields are used in RevRec.
Note: Our standard sync integration leverages the object in Salesforce to automatically create a sales order in the system for every opportunity that is in the stage.
In order to leverage direct sync with Salesforce you must be on a version that supports access to the API. See more about it here on the salesforce site.
Our custom integration service allows you to implement a custom sales process and still directly sync with Salesforce.
The RevRec services team can pick up any custom field in Salesforce and map these fields and attributes to determine the fields mentioned above. Contact our sales team to learn more about this service.
Note: Salesforce integration requires API access to your Salesforce instance which may cost you an additional amount. Please see here to learn more.