Integration with Salesforce CRM
Welcome to our official feedback forum for our integration with Salesforce CRM. Do you have an idea? Do you recognize a good idea when you see one? We want to hear from you!
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120 votes
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Create an invoice once an opportunity is won.
Once an opportunity is won it would be great to be able to create an invoice from that opportunity.
42 votes -
Synchronise Salesforce products with Xero Price List
We manage our products in our Salesforce instance. It would be great to have this synchronised with the Xero price list.
28 votes -
21 votes
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12 votes
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Syncronise Xero invoice and payment status and history at sfdc Account level
Provide a Xero account status and history syncronised to the sfdc Account record, e.g. invoices due/overdue, account spend, etc.
10 votes -
import first name and last name fields from salesforce for contacts
Can the first name and last name fields from Salesforce be imported into contacts in Xero? Currently these fields are not brought in.
10 votes -
attach documents/files
hi,
with the expense claim system and gerenal expenses, is there any chance of adding a feature allowing users to attach scanned pdf copies of the invoices/receipts from vendors.7 votes -
accommodate Salesforce's parent feature for contacts in Xero
Salesforce has a parent feature for contacts that lets you group together several accounts for one company (with different email addresses) - and these need to be distinguishable when adding invoices in Xero.
3 votes -
Update changed fields, not just add new data
It seems that once a contact has been created in Xero from Salesforce, further changes to existing data (ie. change account name) don't always update in Xero. It seems only new data is pushed through.
3 votes -
2 votes
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Create an Estimate From an Opportunity
It would be nice to be able to create an estimate from an opportunity.
2 votes -
Salesforce Pro Edition API
Hi all, you might like to know you can request API access for your users under Pro Edition (PE). This is USD30 per user, per year, and allows the API access like Enterprise. This is an undocumented feature that our sales rep has enabled for us.
1 vote