What are the basic steps needed to be followed to set up the plugin after authorization with Salesforce CRM?
After authorizing the plugin connection with Salesforce CRM it is needed to follow some basic steps:
- Click on the “Refresh PriceBooks” button. Select the PriceBook from the dropdown menu and click on “Select and Move to Next”. To create your very own PriceBook, click on the “Create New”
- You need to create feeds to map WooCommerce objects with Salesforce object fields. To create fields, click on the button “Create Feeds”
- Now you’re ready to sync your WooCommerce data with Salesforce CRM. Click on the “Start Sync” button to start syncing your data step-by-step.