Salesforce e-conomic

Configuration

Getting Started

Getting Started


  • Click Grid. Search "Visma e-conomic". Click on Visma e-conomic app..

  • Click "Settings"

Setup process

  1. Customer Sync Rules

  2. Customer Default Mappings

  3. Customer Field Mappings

Each of these areas plays a crucial role in determining how your data is synchronized and how your business processes are automated.