The customer is facing a challenge to incorporate company data between the applications they use. Client data and sales are managed in Salesforce while rental bookings reside in RentalPoint. Repetitive manual data entries need to be done to keep client and sales data aligned between the applications. For every booking done in RentalPoint, it needs to relate to the sales in Salesforce.
|Purpose||Automatically synchronise Salesforce Account/Contact to RentalPoint as Customer/Contact and also RentalPoint Bookings to Salesforce Opportunity.|
|Information||Salesforce Account > RentalPoint Customer
Salesforce Contact > RentalPoint Contact
RentalPoint Booking > Salesforce Opportunity
|Process||Newly created account/contact will be synced to RentalPoint as customer/contact.
Any bookings with Heavy Pencil/Confirmed/Cancelled with a given type will be created to Salesforce as opportunity.
|Schedule||Every 30 mins|