SkuVault and Salesforce

Introduction

DBSync for SkuVault & Salesforce Integration is an easy to use application. It integrates SkuVault Customer, Products, and Sales with Salesforce Account, Product, and Opportunity. DBSync provides integration with pre-built field-to-field mapping along with flexibility for more complex and dynamic mapping capability. DBSync's automatic online update enables its customers to enjoy all the product updates and features that come with every new release.

Data Flow

Data flow integration between SkuVault and Salesforce Integration is shown in the table below.

SkuVault	Salesforce
Customer	Account
Product	Product
Sales Transaction	Opportunity

You can update various stages of Salesforce Opportunities based on SkuVault Sales Status.

Process to run the Integration

To utilize the pre-built SkuVault Sales to Salesforce template, follow the below steps:

1. Click Add Template from the Home screen.

1. Select the template SkuVault Sales to Salesforce and import it into your workspace.

2. After importing the template, you'll be presented with a setup form.

Setup Process

1. On the Connection tab, connect the necessary application and grant access to SkuVault data to establish a connection to Salesforce for accounting data access.

For more information about the SkuVault connector, click here.

For more informaiton about the Salesforce connector, click here.

Setup Variables

1. Define values for variables based on your company's specific use case. For example, you can map SkuVault Sales Status to the Salesforce Opportunity Stage.

1. Click 'Next' and click 'Run' to complete the Integration.

2. Finally, navigate to the Schedule tab to set up scheduling parameters for automated integration between SkuVault and Salesforce.

3. Specify different intervals such as minutes, hours, days, or weeks to customize the schedule as needed.

   

Pre-built Template and Workflows

The template downloaded from the library contains various workflows which can be enabled to run the integration between SkuVault and Salesforce.

Make sure you ENABLE the required workflows before you run the integration.

Enable the Initial Setup if you want to Create All Products From Skuvault into Salesforce. Historical products refer to products that were recorded in your Skuvault account but need to be transferred or migrated to Salesforce for historical reference and continuity of data. Historical products are those that were part of previous records, transactions, or inventory but are not currently active or in use.