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Installation

Installation

Installation

Installation

configuration

Getting Started

Customer Sync Rules

Field Mappings

How to Perform Customer Sync

configuration

Getting Started

Customer Sync Rules

Field Mappings

How to Perform Customer Sync

getting the most out of the app

Data Flow between Visma e-conomic and Salesforce

Best Practices and Support

getting the most out of the app

Data Flow between Visma e-conomic and Salesforce

Best Practices and Support

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.


  • 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.


  • 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.