October 17, 2017
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Click to Install Pragmatic Salesforce Connector Odoo App. It is available for odoo version 9.0, 10.0 and 11.0
Pragmatic Salesforce Connector is a Odoo App which allows following operations:
Above screen shows functionalities i.e.) Importing Contacts, Accounts, Products, Quotations, Sales Order.
Above is a account record
Above is a contact record along with linked account, We will import this record in next step.
Let’s start with our main functionality of importing Contacts, Click on Import Contacts Button. In Fig No (2). This will import contacts in res.partner object with parent child relationships( if any) when records are imported we do maintain reference to record in salesforce using its id know as x_salesforce_id field in odoo.
Contact was imported.
Child record has parent_id linked just like salesforce record.
All Account records in Accounts View of Salesforce.
Click on Import Accounts button as shown in Fig (2).
All Account records were imported in Odoo Successfully!
Individual record imported with contacts and addresses attached similar as in salesforce.
Record showing Account(res.partner of type is_company=true) along with its contacts and addresses.
Above is a company record(is_comapny = true) which we will export to salesforce along with a child record.
Above is individual type record linked with parent_id which we will export to salesforce.
Click on Actions Dropdown, You will see Export to Salesforce Option. Click on that option.
Above is the contact record which was created in salesforce, If you observe carefully you will see Account Name ie.) parent_id created and attached in salesforce, we will see that record in next screen.
Account record i.e) parent_id record created in salesforce with Contacts attached similar as in odoo.
Let’s take a look at products object in salesforce, In next step we will import these product to odoo.
Click on Import Product button to import products as shown in Fig (2).
Go to products object in odoo, You will see all products were imported to odoo Successfully.
We have mapped Product name, Sale price, Internal category, description_sale, description field to salesforce’s product fields.
Description of product, mapped with description of product in salesforce.
You can export products to salesforce, Create a product from product variant tab
Click on Actions dropdown and click on export to salesforce option.
The record will be exported to salesforce.
Exported record was created successfully in Salesforce side.
This is a Quotation Generated in Salesforce, In next step we will see this imported to odoo.
Click on Import Quotations button to import all quotes from salesforce as shown in Fig (2).
Quotations was successfully imported along with quotation lines, above is sample record of a quotation.
There were 7 quotations in salesforce which were imported to odoo along with their quotation lines.
Create a order in Salesforce, Above screen shows a order having 4 orderitems. In next Screen we will see how to import it.
Click on Import Sales Order Button, This will import all sales order from salesforce as shown in Fig (2)
We see the order was imported from salesforce in odoo Successfully, having state as ‘sale’. We also see its corresponding Delivery Order is also created in odoo automatically.
We choose REST API over traditional SOAP API due to following benefits of REST API over SOAP API:
Salesforce and Odoo are two great products, If you need more functionality in connector App depending on your business requirements we can customize it for you.