Setting up the sync schedule for Salesforce include several options:
-
Contacts: Salesforce contacts - SARA
-
Invoice: Customers' tagged invoices - Salesforce
-
Aging: Customers' Aging information and SARA Credit Score (if applicable) - Salesforce
-
Activity: 2 way sync on activities that originate in SARA
Aging:
-
SARA Customer Aging and SARA Credit Score:
-
Salesforce with SARA Aging and Credit Score:
Tagged Invoice:
-
Invoice(s) must be tagged to sync to Salesforce
-
Salesforce invoices
Activities - 2 way sync
SARA Lockstep- Salesforce - SARA
-
Activity originates in SARA Lockstep:
-
Activity syncs into Salesforce:
-
Salesforce related task on activity created:
-
Salesforce activity syncs into SARA: