How to push orders from Dear Systems B2B platform to Salesforce in real-time

Firstly to Sync your Salesforce account to the Dear system you need to refer to our previous article Click here

Steps to Sync Authorized orders from Dear B2b platform to Salesforce org:

  • Login to Dear System org.
  • Goto Integration Panel. Then Click on B2B Platform.
  • Create a new B2B platform. Setup the platform according to your business requirements.
  • Now invite the customers for your B2B platform.
  • As soon as your customers accept the invitation, they are ready to sign in to Dear B2B platform for making an order.
  • After logging into your Dear B2B platform, it appears like:
push orders from Dear Systems to Salesforce
  • After choosing your products, and filling in your shipping details and billing information, you can confirm your order.
  • As soon as you confirm your order, it will automatically sync with your salesforce Opportunity object along with the product under the account from which you logged into the B2B platform(mentioned in step 5). Sale will look like this:

Code

SaleOrderWebService

RealtimeB2BOrderHandler

BatchToSyncOrderfromB2B

Conclusion

Now, with this powerful solution, you can manage all your sales and keep track of them in one particular place. We hope that you will try out this solution, and if you do then, do share your experiences with us. We will back with more solutions that will make your business function smoothly. Till then, Happy Learning! 🙂

 

Share This Blog
Related Articles

Salesforce CPQ (Configure, Price, Quote) is a powerful tool that enables businesses to streamline their quoting process by providing advanced configuration options. Among its many features, Multi-Dimensional Quoting (MDQ) stands out as a powerful capability that allows sales teams to create more detailed and flexible quotes for complex products. In this blog, we’ll dive into […]

Read More
Dynamic Search Filters in Salesforce CPQ

Salesforce CPQ (Configure, Price, Quote) is a powerful tool that allows sales teams to generate quotes with speed and accuracy. One of the key features that makes CPQ so flexible is its dynamic search filter capability. In this blog, we’ll explore how you can create dynamic search filters in Salesforce CPQ to make your quoting […]

Read More
How to Create Quote Templates Customization Methods

The objective after completing a quote is usually to produce a precise and expert quote document for clients. However, without the proper procedures in place, quoting can be difficult, error-prone, and time-consuming. Salesforce CPQ (Configure, Price, Quote) streamlines the process and improves quote accuracy by assisting with the setup and administration of quotation papers. By […]

Read More
Boost Performance with a Robust Trigger Framework in Salesforce

Boost Performance with a Robust Trigger Framework in Salesforce If you want to make sure of scalability and performance in the Salesforce development, managing Apex triggers is a must. With a trigger framework, you get a structured approach to organizing and maintaining trigger logic. This way, developers can follow the best practices while maintaining the […]

Read More

When it comes to Salesforce development, efficiently managing and deploying metadata is important to maintain streamlined operations. With the help of Unlocked Package, you can easily achieve this. It is specially designed for business’s internal use and allows businesses to develop and manage modular applications. This blog will walk you through the importance of Unlocked […]

Read More
How Salesforce Data Cloud Streamlines Data Management

The Data Cloud integrates your company’s data onto Salesforce’s Einstein 1 Platform. It provides each team with a comprehensive customer view for a better experience. The Data Cloud consolidates disparate data sources into a unified model, facilitating easy access and comprehension. It encompasses various data types such as web engagement and more from both internal […]

Read More
Our Location worldwide
Indian Flag India
3rd Floor, A-10, Pegasus Tower, Sector 68, Noida, Uttar Pradesh 201301 +91-1203117884
United States of America Flag USA
333 West Brown Deer Road Unit G – 366 Milwaukee WI, USA 53217 +1(262) 310-7818
United Kingdom Flag UK
7 Bell Yard, London, WC2A 2JR +44 20 3239 9428
Canada Canada
HIC Global Solutions INC
43 Lafferty Lane, Richmond Hill, L4C 3N8, CA +1(262) 310-7818