This document provides a configuration guide for data synchronization and historical migration for an E-conomic integration app. It includes steps for migrating customer and contact data, product data, invoice data, and order data. The guide also explains the sync methods and provides links to additional guides for each method. The expected result for each step is described, along with preconditions and necessary configurations.

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Assumptions

1. Keep in mind that the E-conomic package can be installed only on a Salesforce organization where the multi-currency function is enabled.
2. Order activation should be processed on the E-conomic side by clicking the “Send order” button. If you activate the order on the Salesforce side, it may not be sent to E-conomic due to internal data validation on the E-conomic side.

Preliminary configuration

If you wish to synchronize your custom Salesforce objects instead of the standard ones we provide — such as Customer, Contact, Product, Order, Invoice — you'll need to perform some setup.

For the objects we provide, our team has already created all necessary fields.

However, before configuring synchronization for your custom objects, please ensure that you’ve added the following fields to each object and included them in their corresponding page layouts:

When creating “Economic Org” field, please make values for this field referenced to “Connection Values Set” (according to the screenshot)

User Permission set

The E-conomic User permission set must be assigned to your System Administrator or any user profile responsible for running synchronizations and working with E-conomic-related objects in Salesforce.

Field level accessibility for Order conversion

If you want to convert SF Opportunity to E-conomic Order, ensure that the user's Profile has the "Run Flows" permission enabled.

Additionally, the user must have access to the Discount field on the Opportunity Product object.