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Visma e-conomic Integration

By Cloudify ApS

Automatic Customer Creation and Sync Information of Customers

No Ratings
Free  

Never requires payment

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Business Need
Sales
Integration
Accounting
Requires
Sales Cloud
Compatible With
Sales Cloud

Our solution creates/updates an e-conomic customer whenever a user clicks on the manual Customer Sync button from the App Settings in Salesforce Accounts.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
Visma e-conomic Integration/ver 0.1 1.3.0
Listed On
07/03/2024
Latest Release
07/04/2024
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Managed Package
Lightning App Builder
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 5
Custom Tabs: 1
Custom Apps: 1
Lightning Components
Global: 2
App Builder: 0
Community Builder: 0
Languages
English
Danish

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.2.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/31/2024

Additional Details

Salesforce e-conomic is a robust integration that links Salesforce CRM with Visma e-conomic accounting software, enabling businesses to effortlessly manage customer data. This integration offers a flexible platform for handling customer information, thereby streamlining data management processes, minimising errors, and enhancing data accuracy and consistency. Key Features and Benefits Salesforce e-conomic is a vital tool for businesses aiming to refine their customer data management processes. It ensures accurate and updated customer information across both systems, eliminating the need for manual input. The integration allows users to create customers in e-conomic using any standard or custom field in Salesforce. This flexibility enables businesses to tailor the integration to their specific needs, ensuring efficient and accurate data synchronisation between the two systems.

Need help?

Cloudify ApS

Copenhagen

Begin your journey with our free integration. Immerse yourself in the expansive functionalities and benefits that the Visma e-conomic Integration offers to transform your business operations. For assistance, please reach out to us at support@cloudify.biz

Support Phone+4522499163
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