Salesforce - Odoo Connector

by
Odoo

$ 95.69

v 13.0 Third Party 21
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Sales (sale_management)
• CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Invoicing (account)
Community Apps Dependencies
Lines of code 3654
Technical Name sh_salesforce_connector
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 17.0 12.0 13.0 16.0 14.0 15.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Sales (sale_management)
• CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Invoicing (account)
Community Apps Dependencies
Lines of code 3654
Technical Name sh_salesforce_connector
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 17.0 12.0 13.0 16.0 14.0 15.0
logo
Community Enterprise Odoo.sh

Salesforce - Odoo Connector

This connector helps to sync salesforce order, products, events, task, contacts with odoo stuff in just single click.

Features

  • Easy to sync sale Order, contacts, products, contracts, leads, opportunities, events and tasks.
  • Easy to set a schedule for automatic import/export.
  • Business-Friendly environments, so any one can understand easily.
  • Just Config your salesforce Key with odoo and go for it.
  • No more configuration required, just install it and cheers!

Enable salesforce config manager.


Now goto 'Salesforce Credentials' menu.


Add your salesforce credentials and click on the link to connect your odoo with salesforce.


Goto 'Account' tab and enable import, To import accounts(companies) from salesforce. Set limit for import and export accounts. Also set schedule for auto import export. After that just click 'Sync Accounts'.


This is salesforce account list.


After sync, you can see the whole accounts are sync with odoo in contacts.


For Export Account, Just define salesforce credential in accounts, and goto salesforce credentials click 'Sync Accounts'.


For mass exporting accounts/contacts, Just select contacts list and click 'Action' --> 'Export Salesforce Accounts/Contacts'.


After that in this wizard select salesforce credential and clik 'Export'.


You can see the log of import export in 'Log History'.


For impot/export contact just enable and go for it. (*Odoo Manage Contacts and Accounts in one model so you can see both in one view).


For Opportunities, Goto 'Opportunities' tab and enable import, To import Opportunities(Pipelines) from salesforce. Set limit for import and export opportunities. Also set schedule for auto import export. After that just click 'Sync Opportunities'.


This is salesforce opportunities list.


After sync, you can see the whole opportunities are sync with odoo in pipelines.


For Export Opportunities, Just define salesforce credential in opportunity(*Make sure Expected Closing Date added), and goto salesforce credentials click 'Sync Opportunities'.


For mass exporting opportunities, Just select opportunities list and click 'Action' --> 'Export Salesforce opportunities'.


After that in this wizard select salesforce credential and clik 'Export'.


You can see the log of import export in 'Log History'.


For Lead, Goto 'Leads' tab and enable import, To import Lead from salesforce. Set limit for import and export Lead. Also set schedule for auto import export. After that just click 'Sync Lead'.


This is salesforce Lead list.


After sync, you can see the whole Lead are sync with odoo in Lead.


For Export Lead, Just define salesforce credential in Lead(*Make sure Company added), and goto salesforce credentials click 'Sync Lead'.


For mass exporting opportunities, Just select opportunities list and click 'Action' --> 'Export Salesforce opportunities'.


After that in this wizard select salesforce credential and clik 'Export'.


You can see the log of import export in 'Log History'.


For import/export events, Just enable and go for it.


Sync Contacts events in odoo


Sync Contacts events in salesforce


Sync Task events in odoo


Sync Task events in salesforce


Sync Opportunities events in odoo


Sync Opportunities events in salesforce


For import/export tasks, Just enable and go for it.


Sync Contacts task in odoo


Sync Contacts task in salesforce


Sync Task task in odoo


Sync Task task in salesforce


Sync Opportunities task in odoo


Sync Opportunities task in salesforce


For Products, Goto 'Products' tab and enable import, To import Products from salesforce. Set limit for import and export Products. Also set schedule for auto import export. After that just click 'Sync Products'.


This is salesforce Products list.


After sync, you can see the whole Products are sync with odoo in Products.


For Export Products, Just define salesforce credential in Products and goto salesforce credentials click 'Sync Products'.


For mass exporting Products, Just select Products list and click 'Action' --> 'Export Salesforce Products'.


After that in this wizard select salesforce credential and clik 'Export'.


You can see the log of import export in 'Log History'.


For Contract, Goto 'Contract' tab and enable import, To import Contract from salesforce. Set limit for import and export Products. Also set schedule for auto import export. After that just click 'Sync Contract'.


Sync contract in salesforce.


Sync contract in Odoo with separate menu.


For Export Contracts, Just define salesforce credential in Contracts and goto salesforce credentials click 'Sync Contracts'.


For Orders, Goto 'Orders' tab and enable import, To import Orders from salesforce. Set limit for import and export Products. Also set schedule for auto import export. After that just click 'Sync Orders' (*Make sure to first products, contacts, accounts, contacts are synced otherwise orders are not synced well).


Sync orders in salesforce.


Sync order in Odoo with separate menu.


For Export Orders, Just define salesforce credential in order and contract number and goto salesforce credentials click 'Sync Orders'.


Click on gear icon and click on setup.


Now goto 'App Manager'.


Click on 'New connected App'.


Fill the mendadory fields.


Just scroll down, here in api section first enable 'Enable OAuth Setting'. Add Callback URL with your company domain. In 'Selected OAuth Scopes' select two access rights which are selected in the below screenshot. and click 'Save'.


After Save, copy customer key, consumer secret and callback url and past it in odoo salesforce config.

Version 13.0.4 | Released on : 22ndDecember 2022

  • Fixed Minor Bug Fixed.

Version 13.0.3 | Released on : 6thDecember 2022

  • Fixed Minor Bug Fixed.

Version 13.0.2 | Released on : 15thSeptember 2022

  • New Queue Feature Added For Import.

Version 13.0.1 | Released on : 24 July 2021

  • Initial Release.
  • No, It will not sync recurrent events.
  • Yes, This app is compatible with Odoo's Multi-Companies Feature.
  • Yes, we provide free support for 90 days.

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Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

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by depending on it, importing it and using its resources), but without copying
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LGPL, MIT, or proprietary licenses similar to this one).

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or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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Is this app compatible with Odoo Enterprise? Thanks
by
MASTERCORE SINAPSYS Global
on 7/25/22, 11:25 AM


Re: Is this app compatible with Odoo Enterprise? Thanks
by
Softhealer Technologies
on 7/26/22, 12:12 AM Author

Hello there,

Thank you for showing interest in our module,

Yes, Salesforce Connector is compatible with enterprise edition

Thank you