WeDid: Force.com Application and Saasu Integration
May 29, 2014 /
Posted in We Did
Challenges
The customer had a custom Force.com application that provided Sales automation, Task & Job management as well as product configuration management. Inventory and Financial management was handled by Saasu. They needed an integration solution that synchronised key information between the systems as well as handling their complex inventory management requirements. The solution was also required to take Saasu Sales and generate Force.com Opportunities to provide visibility into sales metrics.
Solution:
| Purpose | Deliver a flexible, automated solution to synchronise Product, Contact, Account, Task and Job information. Generate Opportunities from Sales. |
| Applications | Force.com Saasu |
| Versions | Saasu Online Accounting |
| Tool | Salesforce connector and Saasu Connector |
| Information | Force.com Contact <> Saasu Contact Force.com Custom Object > Saasu Combo Item Force.com Contact Task <> Saasu Activity Saasu Company > Force.com Account Saasu Sales > Force.com Custom Object Saasu Sales > Force.com Opportunity |
| Data Formats | XML |
| Volumes | < 3000/day |
| Process | Product management is tracked within Force.com whereas the inventory and financial management is handled by Saasu. When sales are created in Saasu, the integration process will ensure that all products are synced to Saasu. As customers are tracked in both systems, the process will also create a customer if required.Force.com ongoing tasks are synced over to Saasu activities to provide task visibilty for users when logged on in either system. |
| Schedule | < 20 days |
| Error Handling | The user can choose to configure the email alert to receive email error notifications |
| Complexity | Complex |