The customer had a custom Force.com application that provided Sales automation, Task & Job management as well as product configuration management. Inventory and Financial management was handled by Saasu. They needed an integration solution that synchronised key information between the systems as well as handling their complex inventory management requirements. The solution was also required to take Saasu Sales and generate Force.com Opportunities to provide visibility into sales metrics.
| Purpose | Deliver a flexible, automated solution to synchronise Product, Contact, Account, Task and Job information. Generate Opportunities from Sales. |
| Applications | Force.com Saasu |
| Versions | Saasu Online Accounting |
| Integration option | Salesforce connector and Saasu Connector |
| Information | Force.com Contact  Saasu ContactForce.com Custom Object  Saasu Combo ItemForce.com Contact Task Saasu ActivitySaasu Company Force.com AccountSaasu Sales Force.com Custom ObjectSaasu Sales Force.com Opportunity |
| Data formats | XML |
| Data volumes | < 3000/day |
| Integration process |
Product management is tracked within Force.com whereas the inventory and financial management is handled by Saasu. When sales are created in Saasu, the integration process will ensure that all products are synced to Saasu. As customers are tracked in both systems, the process will also create a customer if required. Force.com ongoing tasks are synced over to Saasu activities to provide task visibilty for users when logged on in either system. |
| Schedule | Every 15 mins |
| Error handling | The user can choose to configure the email alert to receive email error notifications. |
| Time Spent | < 20 days |
| Complexity | Complex |
