This article explains how to integrate Salesforce CRM with D-Tools Cloud.
Purpose
This integration helps you enable uni-directional or bi-directional synchronization of the following fields between D-Tools Cloud and Salesforce CRM:
Client:
Name
Phone number
Address
Billing and Shipping
Street
City
State
Zip
Country
Opportunity
Client Name
Type
Phone
Budget
Estimated close date
Address
Billing and Shipping
Street
City
State
Zip
Country
Amount
Prerequisites
A role in Salesforce with permissions to add custom fields for objects and create API keys.
The opportunity stages in D-Tools Cloud and Salesforce CRM need to be identical for a clear synchronization when the opportunity stage is changed in either of the two.
Procedure
You have the option to enable uni-directional or bi-directional synchronization in the integration.
1- Create a Custom field for the Account object.
On the Salesforce console, add a custom “Text” field under the Account object. Name the field as “DTCId”.
*When adding an account in Salesforce, ensure that you populate the custom field.
2- Create a Custom field for the Opportunity object.
This is similar to the first step, but on the "Opportunity" module. Add a custom “Text” field under the Opportunity object on the Salesforce console. Name the field as “DTCId”.
3- Enable the integration under Settings
Go to “Settings > Integration” on D-Tools Cloud. The Salesforce integration is listed under “CRM integrations.”
Click “Connect” to enable the integration.
Enter your Salesforce credentials.
Choose the synchronization options for the integration.
