Salesforce Integration

This article describes how Salesforce integrates with Tesorio

Updated over a week ago

Tesorio integrates with Salesforce using REST APIs. The integration requires a Connected App to be created within Salesforce. The data we import from Salesforce are:

One-way sync of account data into Tesorio. Account data is matched with Customers only if a custom field containing the internal id of the customer record from the ERP system is present. 

One-way sync of all contacts into Tesorio. Contacts associated with Accounts are linked with customers automatically. If an account has custom fields which are lookups of contacts, they will also come over as contacts within Tesorio.


One-way sync of customer notes originating from Tesorio can be pushed back into Salesforce. Notes will appear on the Salesforce Account under Notes and Attachments.

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