Integration Overview

SalesForce^® is a Customer-Relationship Management (CRM) tool. Integration with BillMax is limited to the exchange of data between the systems. Salesforce Accounts are linked to BillMax Accounts and BillMax Users are linked with Salesforce Contacts. Data entry and edits may be done from either system and the other system's data will change accordingly. SalesForce^® allows Accounts and Contacts to be deleted. If deletions occur no action is taken in BillMax.

The synchronization of data is implemented by two separate mechanisms. Data created or modified in SalesForce^® is pushed to BillMax via Salesforce Outbound Message API and the BillMax Soap/XML endpoint(URL). Data created or modified in BillMax is pushed to SalesForce^® via Account and User hooks.

There is a Salesforce List in BillMax that changes the behavior of the data synchronization based on the parameters.

Logfile - If set to '1', salesforce.log is always written. If '0', only errors are written to the file.
Virtual Company - Number of Virtual Company to use when creating Accounts in BillMax. Default is the value from a Remote Applications entry.
Profile - Number of Account Profile to use when creating Accounts in BillMax. Default is the value from Remote Application entry.