SalesForce Integration: Ability to use the Account addresses rather than contact addresses
Chris
started a topic
over 4 years ago
Presently QuoteWerks uses the addresses of the 'contact' record in SalesForce, contacts are always individual people or employee's of a customer. A customer is an Account in SalesForce. Accounts are buildings who receive shipments and are billed, we don't bill or ship to the individual employee's of our customers. It's very difficult and unlikely to keep the billing and shipping address data up to date of individual employee's (contacts) within our customers businesses (accounts), please allow the option to pull address data from the Account in SalesForce, this could be the Account in which the contact belongs, or by selecting the Account directly. Ideally a contact could be selected to populate the first and last name and the Address data could from from an Account.
Chris
Presently QuoteWerks uses the addresses of the 'contact' record in SalesForce, contacts are always individual people or employee's of a customer. A customer is an Account in SalesForce. Accounts are buildings who receive shipments and are billed, we don't bill or ship to the individual employee's of our customers. It's very difficult and unlikely to keep the billing and shipping address data up to date of individual employee's (contacts) within our customers businesses (accounts), please allow the option to pull address data from the Account in SalesForce, this could be the Account in which the contact belongs, or by selecting the Account directly. Ideally a contact could be selected to populate the first and last name and the Address data could from from an Account.
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