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Register for 21 March 2023
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Accredo is accounting software that has achieved a significant market share in Australasia. The Salesforce® integration significantly extends the capabilities of the product by making the account data available to a much wider audience of authenticated users.
The Accredo to Salesforce integration lets you connect your cloud-based CRM with the popular and powerful Accredo accounting package. The Accredo to Salesforce integration lets you push and pull Accredo information to and from Salesforce. While the current connector works with Salesforce accounts, contacts, products, opportunities, and quotes, the data from any other Salesforce object can be integrated with little effort. Data can even be mapped, in both directions, from custom objects and fields. Synchronization between the two systems can be configured to execute manually, or at regular time periods.
The benefits of making Accredo data available in Salesforce include:
Integrating Salesforce with Accredo lets you easily develop custom Salesforce functionality such as Visualforce pages and workflows to enrich the Accredo information for your company’s mobile sales reps and administrators.
The Accredo to Salesforce integration has components installed in two environments:
The integration requires a dedicated Accredo user to be assigned for transacting information between the systems. Salesforce Enterprise or Unlimited is recommended although Salesforce Professional Edition can be used if the Partner API is enabled.
Interested in knowing more? Tell us about your challenges and find out how we can help.
See the power of S4S in action.
Register for 21 March 2023
is
* Friday in the US is
Saturday in New Zealand.
Ready to join the integration revolution?
Get started and enjoy the benefits sooner