Salesforce

Overview

The Salesforce integration synchronizes your commercial data between Qwoty and Salesforce. Once Salesforce is connected, the integration setup starts automatically. No manual workflow configuration is required.

Qwoty automatically prepares the synchronization flow after the Salesforce connection is authorized.

Data synchronization

Customers and contacts

A Qwoty Customer is synchronized with a Salesforce Account.

The customer's **primary contact** is synchronized with a Salesforce
**Contact**.

Projects and opportunities

A Qwoty Project (Quote) is associated with a Salesforce Opportunity.

When the project changes in Qwoty, the corresponding opportunity is
updated using a `PATCH` operation.

Line items and phases

Each Qwoty quote line item creates a Salesforce OpportunityLineItem.

Each phase associated with a line item creates an
**OpportunityLineItemSchedule**.

Orders

When a quote is accepted, Qwoty creates the corresponding Salesforce Order and OrderItem records.

Products and pricing

A Qwoty Product is synchronized with Salesforce Product2 and PricebookEntry records.

The synchronization uses an `UPSERT` operation:

- Existing records are updated.
- Missing records are created.

Before you connect

Make sure that: * You have access to your Qwoty workspace settings. * You can authorize access to the target Salesforce organization. * Your Salesforce user has permission to access the objects used by the integration. * Products that should be synchronized contain the required pricing information.

Missing Salesforce permissions may prevent some records from being created or updated.

Connect Salesforce

Open the integrations settings

In Qwoty, open your workspace settings and navigate to Integrations.

Select Salesforce

Find Salesforce in the list of available CRM integrations and start the connection.

Authorize Qwoty

Complete the connection

Return to Qwoty after authorization.

The integration setup starts automatically. You do not need to configure or
activate a separate synchronization workflow.

Synchronization behavior

Record creation

Records that do not already exist in Salesforce are created when the corresponding synchronization event occurs.

This applies to supported objects that use `CREATE` or `UPSERT`.

Record updates

Existing Salesforce opportunities are updated when their associated Qwoty projects change.

Products and pricing records may also be updated through the `UPSERT`
operation.

Quote acceptance

An order is created in Salesforce when the associated quote is accepted in Qwoty.

The synchronization creates both the Salesforce **Order** and its related
**OrderItem** records.

Relationships

Qwoty preserves the logical relationships between synchronized records.

For example:

- A primary contact is linked to its customer account.
- An opportunity line item is linked to its opportunity.
- A line-item schedule is linked to its opportunity line item.
- An order item is linked to its order.

Object mapping

Qwoty object	Salesforce object	Operation
Customer	Account	Synchronize
Primary contact	Contact	Synchronize
Project (Quote)	Opportunity	`PATCH`
Line item	OpportunityLineItem	`CREATE`
Phase	OpportunityLineItemSchedule	`CREATE`
Accepted order	Order	`CREATE`
Accepted order line	OrderItem	`CREATE`
Product	Product2	`UPSERT`
Product price	PricebookEntry	`UPSERT`

Salesforce permissions

The Salesforce user authorizing the connection must be able to access the objects required by the integration.

CRM records

The integration requires access to:

- Account
- Contact
- Opportunity
- OpportunityLineItem
- OpportunityLineItemSchedule

Orders

To synchronize accepted quotes, the integration requires access to:

- Order
- OrderItem

Products and price books

To synchronize products and pricing, the integration requires access to:

- Product2
- PricebookEntry

Disconnect Salesforce

To stop future synchronization, open the Salesforce integration from your Qwoty workspace settings and disconnect it.

Disconnecting Salesforce stops future synchronization. It does not automatically delete records that were previously created in Salesforce.

Troubleshooting

The Salesforce connection cannot be authorized

Verify that:

- You are signing in to the correct Salesforce organization.
- Your Salesforce user is active.
- Your user is allowed to authorize connected applications.
- Your browser is not blocking the authorization window.

An opportunity is not updated

Confirm that the Qwoty project is correctly associated with a Salesforce opportunity.

Also verify that the Salesforce user used for the connection has permission
to update the Opportunity object and the relevant fields.

Line items are not created

Check that:

- The corresponding opportunity exists.
- The product is available in Salesforce.
- A valid PricebookEntry exists.
- The connected Salesforce user can create OpportunityLineItem records.

Phases are not synchronized

Verify that the related opportunity line item was created successfully.

A phase can only be synchronized after its parent
OpportunityLineItem is available.

An accepted quote does not create an order

Confirm that:

- The quote has reached the accepted state.
- The related Salesforce account and opportunity are available.
- Orders are enabled in the Salesforce organization.
- The connected user can create Order and OrderItem records.

A product is not synchronized

Verify that the product contains the required information and that the connected user can create or update Product2 and PricebookEntry records.

Need help?

If the integration remains unavailable after checking the connection and permissions, contact Qwoty support with:

The affected Qwoty record.
The corresponding Salesforce record, when available.
The approximate time of the synchronization attempt.
A description of the expected result.

CRM

Billing

Messaging

Payment link

Overview

Data synchronization

Before you connect

Connect Salesforce

Synchronization behavior

Object mapping

Salesforce permissions

Disconnect Salesforce

Troubleshooting

Need help?

​Overview

​Data synchronization

​Before you connect

​Connect Salesforce

​Synchronization behavior

​Object mapping

​Salesforce permissions

​Disconnect Salesforce

​Troubleshooting

​Need help?

Overview

Data synchronization

Before you connect

Connect Salesforce

Synchronization behavior

Object mapping

Salesforce permissions

Disconnect Salesforce

Troubleshooting

Need help?