Salesforce Integration

How Salesforce Integrates with Tesorio

The Integration

Tesorio integrates with Salesforce using REST APIs.
The integration requires a Connected App to be created within Salesforce.
Accounts
One-way sync of account data into Tesorio. Account data is matched with Customers only if a custom field containing the internal id of the customer record from the ERP system is present.
Contacts
One-way sync of all contacts into Tesorio. Contacts associated with accounts are linked with customers automatically.