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Using the Integration

Last updated 01/05/2020

Cin7's Salesforce Integration allows you to update products from Cin7 to Salesforce.

Flagging Products to be Updated


Before updating Products to Salesforce you will need to select which products in the products module you would like to be updated.

First, add the flag to the products module as follows:

  1. Whilst logged in as an Administrator click on your username, top right, then click Settings.
  2. From the products menu, click Product Settings.
  3. Under the Show Channel Options menu, check Salesforce.
  4. Click Save.

Next, flag products that you would like to update.

  1. From the products module, choose a product that you would like to be updated to Cin7.
  2. From the classifications pane, check the Salesforce checkbox.
  3. Click Save to save the product.

Bulk Updating Channels

Products can also be updated in bulk using the Import and Update products process. Multiple channels can be added when updating by separating each channel by commas in the Channels field. Be sure to make sure the name of the channel matches exactly.

Updating Products


Once you have selected some products to be updated:

  1. From the left navigation, under Integrations, click Salesforce.
  2. Either:
    • Click Update Recently Modified Products. Only products modified after the date defined in the settings will be updated.
    • Click Update All Products. All products in Salesforce will be updated with information from Cin7.

Information Updated


Cin7 will update the following fields in Salesforce:

Product Code
Name
Description
Active
Family
Stock
  • We do map the payment terms field to any custom field on the opportunity object on Salesforce. The payment terms will flow through into Cin7 sales order and also the the CRM contact associated with that sales order. Note: This field maps only to the opportunity, not the quotes object.

 

  • The carrier, tracking code, and dispatch date can also be sent to Salesforce from Cin7 to the corresponding quote or opportunity. These fields will need to be created either on the quote or the opportunity object on Salesforce. You need to add the API name of these fields into Cin7 for mapping (eg: Carrier__c)