The Salesforce integration transfers customers, contacts, and opportunities from Salesforce to ZEP. Salesforce is the leading system for all imported records.
Data direction: Salesforce → ZEP
Product line availability
Note: The Salesforce integration is available in ZEP Compact and ZEP Professional. It is not included in ZEP Clock.
Prerequisites
To set up the integration, you need:
Salesforce credentials: username, password, and security token
Administrator access in ZEP
Access to Administration > Interfaces > Salesforce
Setting up the integration
In ZEP, go to Administration > Interfaces > Salesforce and enter your credentials:
Username: Your Salesforce username
Password: Your Salesforce password
Token: The security token from your Salesforce profile security settings
Save the settings. You can then start the import.
Restricting the import scope (optional)
You can control which Salesforce Accounts are transferred to ZEP: create a custom field named “ZEP” in Salesforce. Only Accounts where this field is activated will be imported.
Salesforce automatically creates the API name ZEP__c when the field is added – this name must not be changed.
Data Transfer
Accounts as customers
ZEP imports the following fields from Salesforce Accounts into ZEP customer master data:
Salesforce (Accounts) | ZEP (Customer data) |
Account Number | Customer No. |
– | active/inactive |
Account Name | Name |
Street (Billing Address), State | Address lines |
Postal Code (Billing Address) | Postal code |
City (Billing Address) | City |
Country (Billing Address) | Country |
Phone | Phone |
Fax | Fax |
Website | WWW |
Description | Remark |
Note: Salesforce is the leading system. Imported customer data cannot be changed in ZEP while the connection to Salesforce is active. From ZEP version 6.5, the delivery address is also synchronized; the standard address is set as the billing address.
Contacts as customer contacts
Salesforce contacts are imported as customer contacts in ZEP:
Salesforce (Contacts) | ZEP (Customer contacts) |
– | Salutation |
First Name | First name |
Last Name | Name |
Title | Job title |
Phone | Phone |
Fax | Fax |
Mobile Phone | Mobile |
Description | Remark |
Opportunities as projects
Salesforce Opportunities can be automatically created as projects in ZEP. Configure which Opportunity stages should trigger project creation in the integration settings.
The following Salesforce stages are available:
Prospecting
Qualification
Needs Analysis
Value Proposition
Id. Decision Makers
Perception Analysis
Proposal/Price Quote
Negotiation/Review
Closed Won
Closed Lost
Select the stages at which ZEP should automatically create a new project. When an Opportunity reaches one of the selected stages in Salesforce, ZEP creates the corresponding project on the next import.
Synchronization
Start the import manually in ZEP under Administration > Interfaces > Salesforce:
Import (complete): Transfers all records from Salesforce. Only this option is available for the first import.
Import (from DD.MM.YYYY): Transfers only records changed since the last complete import. Available only after a first complete import.
Salesforce is the leading system for all imported data. Make changes directly in Salesforce.
To remove the Salesforce connection for a customer, click Remove Salesforce Customer Flag in the customer master data. The connection can be restored at any time via Import from Salesforce Customer.