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 between D-Tools Cloud and Salesforce CRM:
Client and Contact Accounts
Opportunities
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.
