Salesforce pioneered the Software-as-a-Service industry and is the leading CRM solution, which is why I am excited to announce exciting news regarding the eBridge integration connector for Salesforce.

We have enhanced the integration connection to allow greater flexibility, including:

• Access to any objects related to an “Opportunity”, including those that are one or more steps removed. For example, for Opportunity –> Account –> Case, the Case object is not linked directly to the Opportunity but we will be able to ‘tow’ it along when we pull the Opportunity.
• Access custom objects related to the Opportunity.  Salesforce is almost always customized to accommodate specific business processes or workflows and that means adding objects that are not native to the default Salesforce environment.  Now eBridge can access custom objects so we can accommodate your specific business usage of Salesforce!
• Access an unlimited number of user-created fields (maximum was previously 20) on the Opportunity and any of the objects that come down with the Opportunity.  This means we can support an unlimited number of custom fields on the Contacts object, for example, since Contacts is linked to the Opportunity.  Of course all of this true for custom objects as well.

Here is a diagram highlighting the Opportunity object in green and all the related standard objects we can access, in orange.  Don’t forget, if you create a custom object that is linked to any of these, we can access that as well!  Click the image to enlarge.

We are always looking for your feedback on how you would like to integrate Salesforce with your back-office systems so please leave your comments below or on The Core, the eBridge community forum.

Article by Mike Catalfamo

Mike Catalfamo has over 10 years' experience delivering integrated eCommerce and EDI solutions and is the Technical Sales Engineer at eBridge Software Inc. When not chasing around his toddler, a few of Mike's interests include playing music, photography, reading, practicing GTD and exploring ways to make the most of technology to integrate and automate information and systems.

CRM Integration accounting integration, CRM Integration, Integration, salesforce.com