Customer uses Salesforce to track sales opportunities and Saasu as their accounting system. When Opportunities are “Closed Won” in Salesforce an Order or invoice was created manually in Saasu. In addition the Contact and Product information is not in sync between the two systems.
|Purpose||Automate the invoice creation, product and contact synchronisation. Ideally customer will receive an invoice from email automatically|
|Tool||Salesforce-Saasu ReadyMade <Demo>|
|Information||Salesforce Contacts > Saasu Contacts
Saasu Items > Salesforce Products
Salesforce Opportunity > Saasu Order/Invoice
Saasu Order/Invoice Number > Salesforce Opportunity (Invoice Number)
|Process||When an Opportunity is in the “Closed Won” stage in Salesforce, an order or invoice is automatically created in Saasu. Items in Saasu are created and updated as Products in Salesforce.|
|Error Handling||All errors are handled inside Salesforce.
The user can choose to configure the email alert to receive email error notifications.