Overview
Salesforce Adapter enables you with capability to sync your data between more than one Salesforce instance and other applications. This Adapter comes bundled up with process builder using which you can create your custom integration between Salesforce instances and applications.
This adapter could be used with other adapters like QuickBooks, Database, Microsoft GP (Great Plains), QuickBooks Online and more to for Salesforce to QuickBooks, Salesforce to Database, Salesforce to QuickBooks Online and Salesforce to Microsoft GP (Great Plains) integration.
Frequently Asked Questions
What versions of Salesforce do you support?
Salesforce Professional Edition (with or without the products module), Enterprise Edition and the Non-Profit Edition
What versions of QuickBooks do you support?
- QuickBooks Online
- QuickBooks 2008 and later US
- QuickBooks 2008 UK and Canada
Can I get a demo of DBSync?
You may try DBSync free for 15-days after going through the signup process. You'll then receive further instruction via e-mail.
Is DBSync bi-directional?
Yes, you also have control to make DBSync uni-directional within the configuration screen if you choose.
Is DBSync a On demand model or On Premise Model?
DBSync can be used as on demand or as an on premise model also.
When is a QuickBooks transactions like Estimate, Sales Order, Invoice,Credit Memo generated?
A transaction in QuickBooks will be created once an Opportunity in Salesforce is marked ‘Closed Won.’ This will happen on the next synchronization.
How frequently does the sync takes place?
The sync can take place for a minimum of every 5-10 mins. This can be scheduled and configured in your QuickBooks WebConnector.
What transaction types can we generate in QuickBooks from Salesforce?
- Invoices
- Sales Orders
- Sales Reciepts
- Credit Memos
- Estimates
- With Customization you can generate Purchase Order, Time sheets.
If I create one of the above transactions in QuickBooks, what will happen in Salesforce?
A ‘Closed Won’ Opportunity will be generated in Salesforce.You can enable or disable this business process from within DBSync
Can DBSync support Product Hierachy?
Yes, DBSync supports product hierarchy within salesforce.com as it is supported in QuickBooks
Can DBSync Support generating Invoice based on schedule?
Yes, DBSync can support invoice generation based on product schedule within salesforce.com
Can DBSync be customized and can it integrate Custom object and custom fields?
Yes, DBSync is a complete flexible solution which can be customized as per to your unique business process.
