Integrating your Salesforce online shop with Outvio is very simple and only requires a few steps that we will show you in this article.
Once the integration is done, all the orders you receive in your Salesforce online shop will automatically appear in your Outvio account.
With Outvio you'll be able to process all your orders in record time, track your shipments in a unified way, send shipment notifications by email to your customers, process customer returns, and many other amazing things. Plus, you'll always have all the information perfectly synchronised with your Salesforce back office.
STEP 1. Access the integration tab.
Go to "Integrations" in your Outvio account.
Click on the Salesforce integration to get started with the integration.
STEP 2. Enter your Salesforce credentials and proceed to the next step.
You can find the credentials inside your Salesforce account.
If you have several online shops set up with Salesforce, we recommend adding an "Alias" to be able to distinguish them from each other.
STEP 3. Map the shipping methods in Salesforce to the shipping methods available in your Outvio account.
This step is optional. However, it can help you to automate the process of selecting a courier when processing your shipments.
To learn more about mapping your shipping methods, click HERE.
There you go! The integration will appear active in the "Integrations" tab, and the orders that arrive after the integration has been completed will be synchronised with Outvio.