Koppelingen

Slimme software en koppelingen besparen tijd en geld.

Link AFAS and Salesforce

Combine data from AFAS and Salesforce in smart dashboards.

Connect AFAS with Salesforce

Have your customer base communicate with AFAS

Linking AFAS with Salesforce is useful because it contains a lot of information about customers and sales processes. In addition, Salesforce keeps track of information about current customers, such as what services they purchase, what sector they operate in, and how they communicate with the website or social media.

Smart automation

By linking the systems, all data is automatically updated: customers, contracts, contacts, and more. Salesforce sends approved quotations to AFAS, after which the invoicing is prepared immediately. On the other hand, AFAS passes on the purchased services to Salesforce.

Salesforce

Salesforce helps organisations gain an overview of their (potential) customer base. It is a customer relationship management (CRM) platform that different departments within an organisation work with, such as sales, support and marketing departments.

Stay in control

Easily manage the link between AFAS and Salesforce yourself on our SalureConnect platform. With the task scheduler you have 100% control over the tasks that the link performs:

Progress tracking: See for each task what it does, when it is running and the last result.
Logs: You have very detailed insight into which data has been transferred, which parts have failed and how long everything has lasted.
Monitoring dashboards: See at a glance how often tasks have been carried out successfully, with errors, or have failed completely.

How we connect Salesforce and AFAS

Our business intelligence specialist will work with you to set up the dashboards. This way, you get an overview that is as clear as possible. These dashboards can be used on a daily basis and provide important management information.

1. We link the two systems to SalureConnect to extract the data from the systems.

2. Then we transform the data to the same format. This makes it possible to compare the information.

3. We visualise huge amounts of data in comprehensible dashboards.

4. We ensure that the data remains synchronised in real-time.

5. The synchronisation remains guaranteed thanks to active alerting and monitoring.