Salesforce integration

With the Salesforce and Scoro integration, you can manage your client communications and sales activities in Salesforce and automatically sync opportunities to Scoro as quotes to build detailed price proposals, create projects, and track their performance. 

After connecting both platforms, you can choose which opportunity stage triggers the data sync. When a lead in Salesforce becomes an opportunity and reaches the selected stage, it syncs to Scoro, creating a new quote with the associated company and contact data.

With the two-way sync, you can use the Salesforce actions button to send the quoted sum and quote PDF back to Salesforce.

This article explains how to connect Salesforce with Scoro, configure the integration settings, and send the quoted sum and PDF back to Salesforce.

1. Connecting Salesforce to Scoro

Note! Your Scoro site administrator should set up the integration.

To connect your Salesforce account with Scoro:

1. Go to Settings > Site settings > Integrations
2. Click on Salesforce
3. Click the Connect to Salesforce button, which will redirect you to the Salesforce login screen
4. Log in to your Salesforce account.

After logging in to your account, you'll be redirected to Scoro, where you can access and configure the Salesforce integration settings.

The integration creates two items in Salesforce:

• A flow - 'Scoro Opportunity Flow'
• An outbound message - 'Scoro integration'

2. Configuring the connection settings

After connecting Scoro to Salesforce, you can manage your synchronization settings.

The Opportunity to Quote toggle controls the opportunity sync to Scoro:

• When enabled, all opportunities that reach the selected stage will automatically sync to Scoro as new quotes.
• When disabled, opportunities will not sync to Scoro, but you can click Synchronize now to sync your Salesforce contacts to Scoro. Click the toggle to enable it and save your changes to switch the automatic opportunity sync back on.

Click the Stage dropdown to select which opportunity stage will trigger the data synchronization from Salesforce to Scoro.

The account details connected to the opportunity will sync to Scoro and appear on the quote. Therefore, the Account to Company toggle is on by default and cannot be disabled.

Enable the Contact to Person toggle if you want to sync the contact details as a person:

• If such contact doesn't exist in Scoro, a new contact is created.
• If it already exists, it's matched during the sync.

In the Fields column, you'll see that some data fields have already been mapped between Salesforce and Scoro. Click on the relevant fields row in this column to open the field mapping screen.

To map any other field, you'll need to create custom fields in Scoro first:

1. Go to Settings > Site settings > Custom fields
2. Click the Add button
3. Under Modules, tick the Quotes checkbox for fields related to the quote
4. For the format, select either text or number
5. Fill out any other fields as needed and save your custom field. For more guidance, check our Custom fields article.

For example, we want to sync the Salesforce record ID to Scoro. For this, we've created the following custom field with the Quotes checkbox ticked.

Once you've created your custom field, return to your Salesforce integration settings to map the fields between Salesforce and Scoro:

1. Click on the relevant row in the Fields column
2. Switch on the toggle for the necessary field
3. Select the custom field from the dropdown and save the changes.

This is how we map the corresponding fields in our example.

To allow your site's users to send the quoted sums and finalized PDFs back to Salesforce, select Enable for the Sync quoted sum back to Salesforce field.

All items synced from Salesforce must have an owner assigned. This user will be the author of the quotes and the related user for the companies and contacts synced over from Salesforce. Choose a user whose quotes can be seen by all users on your Scoro site to ensure everyone on your team can access the quotes created during the sync. You can change the quote author or the related user for the company or person later by modifying the quote or the contact.

3. Sending the quoted sum and PDF to Salesforce

Once you've compiled the quote, you can send the quoted sum and the quote PDF back to Salesforce.

For example, we have compiled the quote and added services totaling 3860 EUR and now want to update the opportunity data in Salesforce. To do so, click the Salesforce actions button and select Send to Salesforce.

In Salesforce, we can see the quoted sum and access the Scoro quote under the Notes & Attachments dropdown.