The Customer's data flow exports Salesforce Accounts to be exported as OpenAir Customers.
Video overview of Salesforce Account to OpenAir Client sync:
Customer data flow settings in integrator.io
Create or update an account in Salesforce. Upon saving, the data flow is automatically triggered.
Go to Integrator to view the status of flow in the dashboard.
The dashboard displays the completed flow.
After sync, OpenAir ID is visible in Salesforce. (Refresh the page to view the ID).
The Account is visible as a Client in OpenAir.
Comments
0 comments
Please sign in to leave a comment.