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This article is about a deprecated feature.

Table of Contents

General

The integration synchronizes the data in both directions with several exceptions (see below).

 NewUpdatedComment
UsersXTRF ← SalesforceXTRF ← Salesforce 
CustomersXTRF ↔ SalesforceXTRF → Salesforce 
Customer Contact PersonsXTRF ↔ SalesforceXTRF → Salesforce 
OpportunitiesXTRF ↔ SalesforceXTRF ↔ Salesforceavailable starting from XTRF v2015 Winter (3.5)

For detailed information see the below sections.

Deleting an item in one system will not delete it in the other one.

User

User synchronization works only one way: from Salesforce to XTRF.

Users are not synchronized from XTRF to Salesforce. Therefore if a user exists in XTRF, but does not exist in Salesforce, it will not be created there.
(warning) Also if such user is assigned in XTRF to a customer or opportunity as sales person, such customers (with contact persons) and opportunities (with offers) will not be synchronized either.

Users that exist in Salesforce are copied to XTRF and assigned to the group selected in the 'Add new XTRF users to group' in the Periodic Job settings.

XTRFSalesforceComment
First NameFirst Name 
Last NameLast Name 
E-mail AddressEmailfields used for matching items in both systems
PhonePhone 
Mobile PhoneMobile Phone 

Customer

Synchronization of new customers works both ways. Synchronization of existing customers works only one way: from XTRF to Salesforce.

XTRF customers are synchronized with Salesforce accounts.

XTRFSalesforceComment
NameAccount Namefields used for matching items in both systems
IDAccount Number 
Address, Address Line 1Billing Street 
Address, CityBilling City 
Address, Postal CodeBilling Zip/Postal Code 
Address, CountryBilling Country 
Correspondence Address, Address Line 1Shipping Street 
Correspondence Address, CityShipping City 
Correspondence Address, Postal CodeShipping Zip/Postal Code 
Correspondence Address, CountryShipping Country 
PhonePhone 
FaxFax 
WebsiteWebsite 
Sales Person ResponsibleAccount Owner 
NotesDescription 
-Created Byset only during synchronization from XTRF to Salesforce;
always set to the user which is used by the integration to log in to Salesforce

Customer Contact Person

Synchronization of new customer contact persons works both ways. Synchronization of existing customer contact persons works only one way: from XTRF to Salesforce.

XTRF customer contact persons are synchronized with Salesforce contacts.

XTRFSalesforceComment
CustomerAccount 
First NameFirst Name 
Last NameLast Name 
Position, NameTitle 
PhonePhone 
Mobile PhoneMobile Phone 
E-mail AddressEmailfields used for matching items in both systems
FaxFax 
Customer, Sales Person ResponsibleContact Owner 
-Created Byset only during synchronization from XTRF to Salesforce;
always set to the user which is used by the integration to log in to Salesforce

Opportunity

Synchronization of opportunities is available starting from XTRF version 2015 Winter (3.5).

Synchronization of both new and existing opportunities works both ways.
If an opportunity has been modified in both systems since last synchronization, during the next synchronization data from XTRF will overwrite changes in Salesforce.

XTRF opportunity offers are synchronized with Salesforce opportunities.
Note that in XTRF one opportunity can have several offers. In such case, several opportunities will be created in Salesforce.

XTRFSalesforceComment
Offer, Internal IDxtrf-idcustom field created in Salesforce for sole purposes of matching items in both systems
Offer, NameOpportunity Nameduring synchronization from Salesforce to XTRF, when a new opportunity is created in XTRF,
"Opportunity Name" from Salesforce is stored in XTRF as both "Offer, Name" and "Opportunity, Name"
Opportunity, CustomerAccount 
Offer, AmountAmountsee below note about currency
Offer, NetExpected Revenuesee below note about currency
Opportunity, Expected Close DateClose Date 
Offer, ProbabilityProbability (%) 
Offer, StatusStagecopied with identical value (name) only during synchronization from XTRF to Salesforce;
during synchronization from Salesforce to XTRF, set according to Probability
Opportunity, Sales PersonOpportunity Owner 
Offer, Notes (unnamed text field)Descriptiontext formatting applied in XTRF will be lost in Salesforce
-Created Byset only during synchronization from XTRF to Salesforce;
always set to the user which is used by the integration to log in to Salesforce
  1. The currency set in XTRF has no influence on the currency and values in Salesforce, and the other way round:
    1. Regardless of the currency set in XTRF, in Salesforce there will always be the same currency, and values will not be recalculated (currency exchange rates will not be taken into account).
    2. If a new opportunity is created in XTRF on the basis of one from Salesforce, its currency in XTRF will be set to XTRF's base system currency, regardless of the currency set in Salesforce, and values will not be recalculated (currency exchange rates will not be taken into account).
  2. If a quote linked to a given opportunity offer is already created in XTRF, it will not possible to update it with data changed in Salesforce (particularly the amount). In such case data from XTRF will overwrite changes made in Salesforce.
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