Salesforce + CMiC Integration Details
This integration will share opportunity and account information between CMiC and Salesforce. Once an opportunity is created or updated in Salesforce, all relevant opportunity and account information will be automatically passed to CMiC. Updates to opportunities in CMiC will also be automatically passed to Salesforce. Once a job number is created in CMiC, it will be sent back to Salesforce automatically. It is important to note, however, that opportunities created in CMiC will not be passed to Salesforce, so all opportunities must be created in Salesforce.
How the integration works:
- When an opportunity in Salesforce reaches the Proposal stage or beyond, its data is automatically synced to CMiC.
- Data from Salesforce to CMiC will be synced every 10 minutes at the :01 mark – ex: 11:01, 11:11, 11:21, etc.
- Data from CMiC to Salesforce will be synced every 5 minutes on the :00 & :05 marks – ex: 11:00, 11:05, 11:10, etc.
- The following fields will sync between the two systems:
- Salesforce ID (Links the opportunity across both systems)
- Organization / Business Partner Name
- Current Sales Stage
- Opportunity Financial Fields
- Key Dates
- Organizational Details (Department, Division, Office)
- Required Opportunity Fields
- Site Address
Important Note: If an opportunity comes over from Salesforce to CMiC and the customer does not exist in CMiC as an Organization – then the customer will show as “New Organization”. If that is the case, then the customer either doesn't exist in CMiC or the Salesforce Account is not linked to an existing CMiC customer. First, search for the customer in the lookup for assigning the organizing. If the customer does not exist in that list, then the customer will need to be set up by Accounting. Please reach out to Sean Fleming for support.
With questions or concerns regarding the integration between Salesforce and CMiC, you can reach out to your Operational Finance Team or submit a helpdesk ticket by emailing helpdesk@keeleycompanies.com
