Salesforce is a customer relationship management platform used to manage accounts, contacts, and opportunities. The Salesforce integration with Unanet AE ERP connects sales information with client and project setup, helping teams carry opportunity context into project delivery.
Key benefits
- Reduce duplicate client, contact, and project entry
- Connect sales and project teams through a more consistent handoff
- Accelerate project setup after an opportunity is won
- Preserve important opportunity context in Unanet AE ERP
Integration overview
The Salesforce integration for Unanet AE ERP transfers selected Salesforce opportunities to AE projects, Salesforce accounts to AE clients, and Salesforce contacts to AE contacts. Customers can configure which opportunities are eligible for transfer and map Salesforce fields to corresponding Unanet AE fields.
How it works
The configured integration checks Salesforce for new and updated opportunities and applies the customer’s filtering rules. Opportunity stages must match the corresponding lead stages configured in Unanet AE ERP. Related Salesforce accounts are matched to AE clients using the Salesforce Account ID, website, or configured creation logic.
Salesforce contacts are matched using the Salesforce Contact ID or work email. Salesforce opportunities are matched to AE projects using the Salesforce Opportunity ID or project code. When no matching record exists, the integration can create a new client, contact, or project when the relevant customer setting is enabled.