When Opportunities were won in Salesforce there was a manual entry of the Customer details into the MYOB accounting system and a manual update of the Salesforce Opportunity with the Invoice details from MYOB.
This resulted in data errors and inconsistency, as well as consuming a considerable amount of time for the accounting staff involved.
|Purpose||Eliminate manual data entry of MYOB orders from Salesforce Opportunities.
Automatically update Salesforce Opportunities with MYOB Invoice numbers.
|Applications||MYOB Accounting Premier
|Tool||Salesforce-MYOB ReadyMade <Demo>|
|Information||Salesforce Account > MYOB Card
MYOB Item > Salesforce Product
Salesforce Opportunity > MYOB Order/Invoice
MYOB Order/Invoice Number > Salesforce Opportunity (Order/Invoice Number)
|Data Formats||No intermediate data format, Salesforce XML to MYOB database.|
|Process||When Opportunities are closed within Salesforce, a MYOB order is created. Update the Salesforce Opportunity with the Invoice number from MYOB.|