Diana Badgett
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Activity overview
Latest activity by Diana Badgett-
Diana Badgett created an article,
Salesforce Contact to OpenAir Contact Sync
The Contact flow groups allows you to sync Salesforce Contacts to OpenAir Contacts bidirectionally. Updates can flow both from Salesforce to OpenAir and OpenAir to Salesforce. Video overview of Sa...
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Diana Badgett created an article,
Salesforce Account to OpenAir Client Sync
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.i...
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Diana Badgett created an article,
OpenAir Project to Salesforce Opportunity Sync
OpenAir Projects can be synced to Salesforce as Opportunities. Two flows are available: OpenAir Project to Salesforce Opportunity Add OpenAir Project to Salesforce Opportunity Update When a new P...
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Diana Badgett created an article,
Salesforce Opportunity to OpenAir Project Sync
The Projects data flow enables Salesforce Opportunities (and associated line items) to be exported to OpenAir as Projects (and associated tasks etc.). Video overview of Salesforce Opportunity to ...
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Diana Badgett created an article,
OpenAir - Salesforce Connector Data Flow Settings
After installation and set up, the Connector can be customized to meet your business needs. Go to Integrator and hover over the integration tile to find settings and dashboard buttons. Click Setti...
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Diana Badgett created an article,
Install the OpenAir - Salesforce connector
Prerequisites: Before you install this connector, it is essential to set up your Salesforce and OpenAir account to support this installation. For more information on the required configuration in y...
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Diana Badgett created an article,
Overview of the OpenAir – Salesforce Integration App
The OpenAir – Salesforce Integration App is a prebuilt integration that connects Salesforce with OpenAir and syncs information between the two systems. The connector is turnkey and supports key int...
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Diana Badgett created an article,
Working with DocuSign and Salesforce - NetSuite Connector
Enable DocuSign In the Salesforce Connector Configuration, selecting the checkbox will enable the DocuSign attachment sync to NetSuite. The DocuSign package must be installed in Salesforce. Sync o...
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Diana Badgett created an article,
Working with EchoSign and Salesforce - NetSuite Connector
Enable EchoSign Enable Echo Sign attachment sync to NetSuite. The EchoSign package must be installed in Salesforce. In the Connector Configuration, the following settings are available. Sync only ...
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Diana Badgett created an article,
NetSuite Exchange Rates to Salesforce Exchange Rates
Many customers use NetSuite as the master database for exchange rates. A new data flow allows you to sync the latest exchange rate information from NetSuite to Salesforce. This is a batch flow and...